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 | $73,981-100.0% | $105,722-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 78.9%-78.9pp | 69.3%-69.3pp |
| Annual return | 6.99% | 17.60%-10.6pp | 12.25%-5.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,376 | $2,856+18.2% | $4,079-17.2% | $2,281+48.0% |
| Participant deferral / active EE | $6,443 | $4,038+59.5% | $5,326+21.0% | $3,203+101.2% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,308-100.0% | $4,296-100.0% |