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 | 83.5%-83.5pp |
| Annual return | 14.92% | 13.92%+1.0pp | 13.20%+1.7pp | 10.35%+4.6pp |
| Employer contribution / active EE | $34,481 | $30,116+14.5% | $29,807+15.7% | $24,752+39.3% |
| Participant deferral / active EE | $20,425 | $9,107+124.3% | $8,204+149.0% | $3,964+415.2% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $48,677-100.0% |