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 | $72,071-100.0% | $68,368-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 16.60% | 353.14%-336.5pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $24,706 | $2,788+786.2% | $2,649+832.7% | $4,156+494.5% |
| Participant deferral / active EE | $12,788 | $4,410+190.0% | $4,123+210.2% | $6,407+99.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |