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 4-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.
Employer 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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 5.92% | 5.86%+0.1pp | 3.99%+1.9pp | 4.56%+1.4pp |
| Employer contribution / active EE | $3,243 | $18,820-82.8% | $38,279-91.5% | $15,526-79.1% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |