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 5-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 | $46,757-100.0% | $15,990-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 20.0%-20.0pp | 11.3%-11.3pp |
| Annual return | 8.39% | 10.41%-2.0pp | 8.74%-0.3pp | 10.41%-2.0pp |
| Employer contribution / active EE | $16,786 | $14,691+14.3% | $19,869-15.5% | $14,691+14.3% |
| Participant deferral / active EE | $0 | $58-100.0% | $0 | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $627-100.0% | $2,646-100.0% |