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 4-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 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 2.90% | 3.98%-1.1pp | 4.07%-1.2pp | 4.16%-1.3pp |
| Employer contribution / active EE | $17,200 | $53,200-67.7% | $45,149-61.9% | $42,916-59.9% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |