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 | $289,682-100.0% | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | - |
| Annual return | 15.99% | 43.80%-27.8pp | 20.73%-4.7pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $36,500-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $77-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $7,495-100.0% | - |