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 9-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 | $48,076-100.0% | $78,689-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 7.98% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,622 | $2,015+179.0% | $2,851+97.2% | $2,281+146.5% |
| Participant deferral / active EE | $12,187 | $2,588+370.9% | $3,517+246.5% | $3,203+280.5% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |