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 6-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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 0.00% | 9.03%-9.0pp | 90.60%-90.6pp | 627.08%-627.1pp |
| Employer contribution / active EE | $20,018 | $13,843+44.6% | $32,727-38.8% | $18,824+6.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |