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 | $74,888-100.0% | $71,209-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 13.31% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $15,186 | $2,854+432.0% | $2,721+458.1% | $4,299+253.2% |
| Participant deferral / active EE | $11,570 | $4,454+159.8% | $4,175+177.1% | $6,507+77.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |