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.
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 | $266,915-100.0% | $319,010-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -8.60% | 12.39%-21.0pp | 10.22%-18.8pp | -14.65%+6.0pp |
| Employer contribution / active EE | $51,857 | $53,680-3.4% | $51,215+1.3% | $46,320+12.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,631-100.0% |