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 6-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 | $105,125-100.0% | $192,869-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 14.6%-14.6pp |
| Annual return | -3.05% | -2.08%-1.0pp | -0.77%-2.3pp | 10.56%-13.6pp |
| Employer contribution / active EE | $7,143 | $7,322-2.4% | $29,514-75.8% | $13,643-47.6% |
| Participant deferral / active EE | $0 | $0 | $36-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $42,257-100.0% | $3,354-100.0% |