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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 12.33% | 9.35%+3.0pp | 9.57%+2.8pp | 9.89%+2.4pp |
| Employer contribution / active EE | $12,500 | $10,293+21.4% | $39,758-68.6% | $14,313-12.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $45-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |