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 | $290,873-100.0% | $290,873-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 44.0%-44.0pp |
| Annual return | 4.23% | 6.78%-2.5pp | 7.18%-2.9pp | 13.05%-8.8pp |
| Employer contribution / active EE | $500,000 | $39,559+1163.9% | $35,855+1294.5% | $37,639+1228.4% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $30,864-100.0% |