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 | $735,639-100.0% | $659,271-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 71.0%-71.0pp | 87.0%-87.0pp |
| Annual return | 46.59% | 16.41%+30.2pp | 13.60%+33.0pp | 8.71%+37.9pp |
| Employer contribution / active EE | $6,250 | $20,095-68.9% | $18,914-67.0% | $21,932-71.5% |
| Participant deferral / active EE | $0 | $3,490-100.0% | $3,574-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $94,925-100.0% | $82,290-100.0% | $41,812-100.0% |