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 | $91,911-100.0% | $68,793-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.7%-76.7pp | 72.2%-72.2pp | 82.6%-82.6pp |
| Annual return | -5.17% | -8.22%+3.0pp | -4.63%-0.5pp | 519.73%-524.9pp |
| Employer contribution / active EE | $14,556 | $3,924+271.0% | $2,625+454.5% | $4,779+204.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |