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 8-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.
Annual investment return 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 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 6.44% | 11.15%-4.7pp | 5.83%+0.6pp | 8.23%-1.8pp |
| Employer contribution / active EE | $10,985 | $9,842+11.6% | $38,352-71.4% | $13,859-20.7% |
| Participant deferral / active EE | $0 | $554-100.0% | $165-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |