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 10-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 | $118,035-100.0% | $118,035-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 8.08% | 5.94%+2.1pp | 6.20%+1.9pp | 15.19%-7.1pp |
| Employer contribution / active EE | $25,000 | $32,107-22.1% | $30,079-16.9% | $34,877-28.3% |
| Participant deferral / active EE | $0 | $49-100.0% | $46-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $50,584-100.0% |