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 | $157,463 | $45,833+243.6% | $62,995+150.0% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 31.84% | 9.16%+22.7pp | 87.57%-55.7pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,759-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,329-100.0% | - |
| Admin fee / account holder | $0 | $3,306-100.0% | $3,600-100.0% | - |