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 | $177,834-100.0% | $177,834-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 39.5%-39.5pp | 47.4%-47.4pp |
| Annual return | 16.40% | 10.65%+5.7pp | 11.67%+4.7pp | 12.16%+4.2pp |
| Employer contribution / active EE | $32,000 | $33,520-4.5% | $28,376+12.8% | $44,746-28.5% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |