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 | $419,381-100.0% | $352,393-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 96.3%-96.3pp | 94.5%-94.5pp | 95.8%-95.8pp |
| Annual return | 4.62% | 1.89%+2.7pp | 2.44%+2.2pp | 5.38%-0.8pp |
| Employer contribution / active EE | $22,860 | $17,555+30.2% | $16,208+41.0% | $22,268+2.7% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $19,916-100.0% | $17,307-100.0% | $9,035-100.0% |