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 | $309,303-100.0% | $53,889-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | 100.0%-100.0pp | 96.2%-96.2pp |
| Annual return | 13.45% | 6.50%+6.9pp | 11.50%+2.0pp | 6.50%+6.9pp |
| Employer contribution / active EE | $5,885 | $25,613-77.0% | $8,788-33.0% | $25,613-77.0% |
| Participant deferral / active EE | $5,885 | $6,481-9.2% | $2,328+152.8% | $6,481-9.2% |
| Admin fee / account holder | $0 | $31,748-100.0% | $2,315-100.0% | $31,748-100.0% |