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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | 26.37% | 34.46%-8.1pp | 32.30%-5.9pp | 24.42%+1.9pp |
| Employer contribution / active EE | $72,854 | $35,995+102.4% | $33,955+114.6% | $41,338+76.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |