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 7-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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 8.15% | 15.47%-7.3pp | 14.20%-6.0pp | 10.21%-2.1pp |
| Employer contribution / active EE | $60,975 | $36,160+68.6% | $27,968+118.0% | $42,272+44.2% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |