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 | $581,964-100.0% | $159,156-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 85.0%-85.0pp | 87.9%-87.9pp |
| Annual return | 2.55% | 19.66%-17.1pp | 10.03%-7.5pp | 19.66%-17.1pp |
| Employer contribution / active EE | $64,125 | $21,011+205.2% | $11,593+453.1% | $21,011+205.2% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $122,144-100.0% | $49,887-100.0% |