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 8-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 | $311,837-100.0% | $311,837-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -4.44% | 10232.79%-10237.2pp | 4677.09%-4681.5pp | -82.66%+78.2pp |
| Employer contribution / active EE | $39,903 | $89,302-55.3% | $49,501-19.4% | $43,769-8.8% |
| Participant deferral / active EE | $0 | $316-100.0% | $312-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,204-100.0% | - | $11,204-100.0% |