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 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 19.39% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,622 | $4,636-43.5% | $4,154-36.9% | $4,156-36.9% |
| Participant deferral / active EE | $7,307 | $6,166+18.5% | $5,453+34.0% | $6,407+14.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |