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 9-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 | $483,246-100.0% | $277,175-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.7%-93.7pp | 100.0%-100.0pp | 93.7%-93.7pp |
| Annual return | 8.60% | 24.97%-16.4pp | 3.35%+5.3pp | 24.97%-16.4pp |
| Employer contribution / active EE | $109,000 | $28,334+284.7% | $66,237+64.6% | $28,334+284.7% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $3,000-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $3,027-100.0% | $20,852-100.0% |