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.
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 | $157,995-100.0% | $157,995-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 44.8%-44.8pp | 41.3%-41.3pp | 46.4%-46.4pp |
| Annual return | -5.08% | -3.98%-1.1pp | 83.75%-88.8pp | -82.66%+77.6pp |
| Employer contribution / active EE | $82,000 | $46,471+76.5% | $41,592+97.2% | $43,769+87.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $77-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $678-100.0% | $678-100.0% | $11,204-100.0% |