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 3-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 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 16.89% | 9.11%+7.8pp | 9.57%+7.3pp | 15.19%+1.7pp |
| Employer contribution / active EE | $16,561 | $34,784-52.4% | $26,706-38.0% | $34,877-52.5% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |