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 | $158,817-100.0% | $121,196-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.7%-71.7pp | 82.6%-82.6pp |
| Annual return | -6.82% | -0.64%-6.2pp | 16.93%-23.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,290 | $5,665-77.2% | $4,022-67.9% | $4,779-73.0% |
| Participant deferral / active EE | $4,791 | $4,005+19.6% | $3,344+43.2% | $5,609-14.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |