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 10-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 | $2,278,297-100.0% | $2,278,297-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -6.41% | -14.95%+8.5pp | 111.29%-117.7pp | -14.65%+8.2pp |
| Employer contribution / active EE | $78,000 | $68,238+14.3% | $46,003+69.6% | $46,320+68.4% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,631-100.0% |