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 | $65,409-100.0% | $98,442-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 16.32% | 21.76%-5.4pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,866 | $2,168-13.9% | $2,960-36.9% | $2,565-27.2% |
| Participant deferral / active EE | $3,087 | $3,166-2.5% | $4,276-27.8% | $3,952-21.9% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |