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 3-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 | $498,888-100.0% | $1,550,518-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 71.4%-71.4pp | 90.2%-90.2pp |
| Annual return | 22.11% | 8.46%+13.7pp | 10.82%+11.3pp | 8.46%+13.7pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $39,184-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $13,544-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $32,268-100.0% | $67,015-100.0% |