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 | $116,412-100.0% | $156,181-100.0% | - |
| Participation rate | 0.0% | 77.9%-77.9pp | 78.8%-78.8pp | - |
| Annual return | 10.99% | 16.48%-5.5pp | 64.87%-53.9pp | - |
| Employer contribution / active EE | $0 | $2,587-100.0% | $4,294-100.0% | - |
| Participant deferral / active EE | $0 | $4,514-100.0% | $6,132-100.0% | - |
| Admin fee / account holder | $0 | $18,889-100.0% | $14,586-100.0% | - |