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 8-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 | $531,693-100.0% | - | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | - | 85.7%-85.7pp |
| Annual return | -2.75% | -13.27%+10.5pp | 5.74%-8.5pp | -13.27%+10.5pp |
| Employer contribution / active EE | $90,859 | $26,843+238.5% | $38,765+134.4% | $26,843+238.5% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $13,416-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | - | $75,116-100.0% |