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 | $99,079-100.0% | $77,999-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 3.53% | 217.93%-214.4pp | 425.96%-422.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,378 | $3,308-28.1% | $2,470-3.7% | $4,869-51.2% |
| Participant deferral / active EE | $4,832 | $4,306+12.2% | $3,497+38.2% | $5,287-8.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |