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 | $204,754-100.0% | $94,224-100.0% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 78.8%-78.8pp | - |
| Annual return | -0.09% | -1.02%+0.9pp | 10.68%-10.8pp | - |
| Employer contribution / active EE | $0 | $1,251-100.0% | $3,587-100.0% | - |
| Participant deferral / active EE | $0 | $2,009-100.0% | $4,320-100.0% | - |
| Admin fee / account holder | $0 | $13,693-100.0% | $6,269-100.0% | - |