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 4-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 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | 15.38% | 9.11%+6.3pp | 9.14%+6.2pp | 13.05%+2.3pp |
| Employer contribution / active EE | $24,002 | $46,891-48.8% | $40,544-40.8% | $37,639-36.2% |
| Participant deferral / active EE | $23,000 | $37+61907.2% | $42+55236.6% | $49+47086.7% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |