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 | $111,090-100.0% | $156,263-100.0% | - |
| Participation rate | 0.0% | 75.0%-75.0pp | 78.9%-78.9pp | - |
| Annual return | 10.99% | 16.66%-5.7pp | 59.47%-48.5pp | - |
| Employer contribution / active EE | $0 | $2,524-100.0% | $4,333-100.0% | - |
| Participant deferral / active EE | $0 | $4,469-100.0% | $6,158-100.0% | - |
| Admin fee / account holder | $0 | $15,012-100.0% | $14,255-100.0% | - |