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 | $42,939 | $105,931-59.5% | $81,930-47.6% | $158,922-73.0% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.0%+18.5pp | 82.0%+8.5pp |
| Annual return | 6.92% | 38.17%-31.3pp | 29.49%-22.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $7,187 | $7,800-7.9% | $4,310+66.8% | $4,761+51.0% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |