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 | $93,571-100.0% | $135,903-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 16.71% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,971 | $3,537-44.3% | $4,856-59.4% | $2,670-26.2% |
| Participant deferral / active EE | $4,127 | $6,404-35.6% | $7,758-46.8% | $4,125+0.1% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |