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 5-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 | $39,126 | $118,427-67.0% | $66,042-40.8% | $142,382-72.5% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 80.1%-80.1pp |
| Annual return | 16.95% | 35.57%-18.6pp | 52.11%-35.2pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |