See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,685-100.0% | $57,179-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 9.54% | 21.99%-12.4pp | 14.59%-5.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $736 | $3,279-77.6% | $2,682-72.6% | $4,869-84.9% |
| Participant deferral / active EE | $2,200 | $3,782-41.8% | $3,096-29.0% | $5,287-58.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |