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 7-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 | $669,896-100.0% | $276,048-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 84.7%-84.7pp | 90.5%-90.5pp |
| Annual return | 4.47% | 11.25%-6.8pp | 2.80%+1.7pp | 11.25%-6.8pp |
| Employer contribution / active EE | $24,704 | $23,407+5.5% | $14,311+72.6% | $23,407+5.5% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $2,669-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $18,940-100.0% | $52,310-100.0% |