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 7-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 | $142,405-100.0% | $115,157-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 17.39% | 41.48%-24.1pp | 35.60%-18.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $6,000 | $4,010+49.6% | $3,179+88.8% | $4,762+26.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |