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 10-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% | $31,867-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 50.0%-50.0pp | 85.7%-85.7pp |
| Annual return | -11.58% | -13.27%+1.7pp | -12.40%+0.8pp | -13.27%+1.7pp |
| Employer contribution / active EE | $5,000 | $26,843-81.4% | $6,243-19.9% | $26,843-81.4% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $106-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $308-100.0% | $75,116-100.0% |