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 | $110,257-100.0% | $96,544-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 24.26% | 26.32%-2.1pp | 25.84%-1.6pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,626 | $3,620-55.1% | $2,965-45.2% | $4,751-65.8% |
| Participant deferral / active EE | $2,774 | $5,548-50.0% | $4,851-42.8% | $6,710-58.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |