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 7-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 | $317,707-100.0% | $271,705-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 91.9%-91.9pp | 95.8%-95.8pp |
| Annual return | 0.07% | -1.16%+1.2pp | -1.43%+1.5pp | -1.59%+1.7pp |
| Employer contribution / active EE | $29,567 | $25,463+16.1% | $22,279+32.7% | $33,160-10.8% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $1,725-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $11,001-100.0% | $9,035-100.0% | $9,535-100.0% |