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 | $33,850 | $104,607-67.6% | $96,544-64.9% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 76.0%-76.0pp | - |
| Annual return | 16.89% | 9.56%+7.3pp | 25.84%-9.0pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,965-100.0% | - |
| Participant deferral / active EE | $0 | $4,312-100.0% | $4,851-100.0% | - |
| Admin fee / account holder | $0 | $45,340-100.0% | $8,252-100.0% | - |