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 | $158,848-100.0% | $158,848-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 13.3%-13.3pp | 39.2%-39.2pp |
| Annual return | 15.65% | 5.94%+9.7pp | 9.49%+6.2pp | 13.91%+1.7pp |
| Employer contribution / active EE | $20,789 | $32,004-35.0% | $24,351-14.6% | $35,282-41.1% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |