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 | $124,319-100.0% | $111,297-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 37.45% | 37.44%0pp | 54.65%-17.2pp | 478.56%-441.1pp |
| Employer contribution / active EE | $854 | $3,435-75.1% | $2,731-68.7% | $4,837-82.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |