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 | $102,245-100.0% | $89,340-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 11.69% | 21.89%-10.2pp | 20.57%-8.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,579 | $2,529+2.0% | $2,231+15.6% | $4,156-38.0% |
| Participant deferral / active EE | $6,317 | $4,436+42.4% | $3,823+65.2% | $6,407-1.4% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |