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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 13.47% | 11.14%+2.3pp | 8.46%+5.0pp | 9.89%+3.6pp |
| Employer contribution / active EE | $21,061 | $16,887+24.7% | $25,175-16.3% | $14,313+47.1% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |