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 | $337,579-100.0% | $268,191-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 92.3%-92.3pp | 87.6%-87.6pp | 93.5%-93.5pp |
| Annual return | -1.90% | -3.50%+1.6pp | -5.54%+3.6pp | -4.71%+2.8pp |
| Employer contribution / active EE | $27,617 | $19,140+44.3% | $17,350+59.2% | $25,782+7.1% |
| Participant deferral / active EE | $0 | $2,514-100.0% | $2,151-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $3,454-100.0% | $10,647-100.0% |