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 | $575,287-100.0% | $727,807-100.0% | $575,287-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 79.1%-79.1pp | 88.5%-88.5pp |
| Annual return | 7.62% | 7.52%+0.1pp | 11.76%-4.1pp | 7.52%+0.1pp |
| Employer contribution / active EE | $22,208 | $26,761-17.0% | $20,120+10.4% | $26,761-17.0% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $1,216-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $7,460-100.0% | $17,721-100.0% |