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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -7.20% | -12.59%+5.4pp | -11.06%+3.9pp | -5.25%-1.9pp |
| Employer contribution / active EE | $8,607 | $15,979-46.1% | $55,362-84.5% | $15,166-43.2% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |