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 | $138,065-100.0% | $123,544-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -5.77% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,640 | $5,151-29.3% | $4,628-21.4% | $4,779-23.8% |
| Participant deferral / active EE | $11,597 | $6,799+70.6% | $6,426+80.5% | $5,609+106.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |