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 6-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 | $355,607-100.0% | $323,456-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 84.6%-84.6pp |
| Annual return | 14.92% | 14.49%+0.4pp | 13.64%+1.3pp | 10.48%+4.4pp |
| Employer contribution / active EE | $34,481 | $31,354+10.0% | $30,857+11.7% | $25,108+37.3% |
| Participant deferral / active EE | $20,425 | $8,255+147.4% | $7,386+176.5% | $3,683+454.6% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $48,677-100.0% |