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 | $439,512-100.0% | $439,512-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 39.3%-39.3pp | 26.8%-26.8pp | 37.6%-37.6pp |
| Annual return | 12.51% | 8.27%+4.2pp | 9.07%+3.4pp | 9.30%+3.2pp |
| Employer contribution / active EE | $833 | $52,249-98.4% | $46,116-98.2% | $43,742-98.1% |
| Participant deferral / active EE | $0 | $104-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $147,323-100.0% | $147,323-100.0% | $12,596-100.0% |