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 3-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.
See 1 actuary disclosure. $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 | $338,187-100.0% | - | $338,187-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 0.0%0pp | 44.0%-44.0pp |
| Annual return | 6.44% | 6.20%+0.2pp | 6.77%-0.3pp | 13.05%-6.6pp |
| Employer contribution / active EE | $55,024 | $25,246+118.0% | $20,121+173.5% | $37,639+46.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $49-100.0% |
| Admin fee / account holder | $0 | $30,864-100.0% | - | $30,864-100.0% |