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 | $503,327-100.0% | $333,750-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.6%-48.6pp | - |
| Annual return | -3.93% | 55.68%-59.6pp | -9.60%+5.7pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $56,630-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $124-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $5,181-100.0% | - |