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 | $118,450-100.0% | $98,439-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 21.52% | 18.94%+2.6pp | 21.16%+0.4pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,237 | $3,609-38.0% | $3,048-26.6% | $4,751-52.9% |
| Participant deferral / active EE | $5,022 | $5,392-6.9% | $4,738+6.0% | $6,710-25.2% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |