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 7-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 | $498,888-100.0% | $379,218-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 100.0%-100.0pp | 90.2%-90.2pp |
| Annual return | 4.32% | 8.46%-4.1pp | 9.94%-5.6pp | 8.46%-4.1pp |
| Employer contribution / active EE | $176,455 | $28,233+525.0% | $90,228+95.6% | $28,233+525.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $11,667-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | - | $67,015-100.0% |