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.
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 | $95,044-100.0% | $274,299-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.8%-39.8pp | 8.4%-8.4pp |
| Annual return | 10.92% | 11.73%-0.8pp | 8.84%+2.1pp | 18.34%-7.4pp |
| Employer contribution / active EE | $1,558 | $11,753-86.7% | $67,446-97.7% | $14,665-89.4% |
| Participant deferral / active EE | $0 | $177-100.0% | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $46,528-100.0% | $9,141-100.0% |