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 | $65,409-100.0% | $98,442-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 15.59% | 21.76%-6.2pp | 1492.73%-1477.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,152 | $2,168-0.7% | $2,960-27.3% | $2,565-16.1% |
| Participant deferral / active EE | $3,468 | $3,166+9.5% | $4,276-18.9% | $3,952-12.2% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |