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 | $812,020-100.0% | $689,286-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 74.3%-74.3pp | 79.0%-79.0pp |
| Annual return | 21.97% | 12.53%+9.4pp | 12.52%+9.4pp | 11.86%+10.1pp |
| Employer contribution / active EE | $6,250 | $18,679-66.5% | $16,865-62.9% | $12,925-51.6% |
| Participant deferral / active EE | $0 | $1,219-100.0% | $1,207-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $14,679-100.0% | $12,748-100.0% | $23,717-100.0% |