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 | $157,256-100.0% | $141,162-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 15.69% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,803 | $5,261-27.7% | $4,735-19.7% | $4,762-20.1% |
| Participant deferral / active EE | $11,201 | $7,109+57.6% | $6,709+67.0% | $5,850+91.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |