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 | $65,395-100.0% | $182,532-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 65.4%-65.4pp | 78.0%-78.0pp | 69.5%-69.5pp |
| Annual return | 22.52% | 27.68%-5.2pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $443 | $1,911-76.8% | $4,076-89.1% | $2,440-81.9% |
| Participant deferral / active EE | $2,584 | $3,563-27.5% | $5,524-53.2% | $3,607-28.4% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |