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 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | 9.00% | 9.26%-0.3pp | 10.41%-1.4pp | 18.34%-9.3pp |
| Employer contribution / active EE | $3,238 | $10,913-70.3% | $31,248-89.6% | $14,665-77.9% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |