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 | $78,313-100.0% | $78,313-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.0%-13.0pp | 43.0%-43.0pp |
| Annual return | 10.89% | 5.50%+5.4pp | 6.61%+4.3pp | 259.13%-248.2pp |
| Employer contribution / active EE | $12,672 | $30,041-57.8% | $24,284-47.8% | $41,469-69.4% |
| Participant deferral / active EE | $0 | $490-100.0% | $408-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,478-100.0% | $19,478-100.0% | $21,546-100.0% |