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.
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 | $859,867-100.0% | $304,630-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 67.9%-67.9pp | 85.0%-85.0pp |
| Annual return | 4.65% | 11.50%-6.9pp | 11.64%-7.0pp | 11.50%-6.9pp |
| Employer contribution / active EE | $5,000 | $22,247-77.5% | $29,469-83.0% | $22,247-77.5% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $4,558-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $6,638-100.0% | $31,890-100.0% |