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 | $215,169-100.0% | $73,392-100.0% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 59.9%-59.9pp | - |
| Annual return | 6.60% | 8.06%-1.5pp | 19.19%-12.6pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $4,789-100.0% | - |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,472-100.0% | - |
| Admin fee / account holder | $0 | $27,681-100.0% | $512-100.0% | - |