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 | $107,791-100.0% | $90,645-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.0%-74.0pp | 82.6%-82.6pp |
| Annual return | -4.02% | -0.90%-3.1pp | 1.88%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $22,511 | $3,018+645.9% | $2,532+789.1% | $4,779+371.1% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |