Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 1 actuary disclosure for $4.99 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 | $541,860-100.0% | $541,860-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 10.84% | 7.66%+3.2pp | 7.71%+3.1pp | 15.19%-4.4pp |
| Employer contribution / active EE | $35,000 | $40,595-13.8% | $39,519-11.4% | $34,877+0.4% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |