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 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.4%-47.4pp |
| Annual return | 8.83% | 10.29%-1.5pp | 10.36%-1.5pp | 12.16%-3.3pp |
| Employer contribution / active EE | $22,884 | $54,462-58.0% | $52,561-56.5% | $44,746-48.9% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |