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 | $49,655-100.0% | $197,205-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 26.7%-26.7pp | 17.1%-17.1pp |
| Annual return | 9.47% | 9.82%-0.3pp | 9.79%-0.3pp | 9.82%-0.3pp |
| Employer contribution / active EE | $20,734 | $13,587+52.6% | $40,174-48.4% | $13,587+52.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $199-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $1,949-100.0% | $2,893-100.0% |