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 | $102,966-100.0% | $90,281-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 28.29% | 95.16%-66.9pp | 78.10%-49.8pp | 345.32%-317.0pp |
| Employer contribution / active EE | $12,928 | $3,139+311.9% | $2,854+352.9% | $4,762+171.5% |
| Participant deferral / active EE | $10,561 | $4,281+146.7% | $3,885+171.8% | $5,850+80.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |