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 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 19.16% | 7.74%+11.4pp | 7.25%+11.9pp | 10.41%+8.7pp |
| Employer contribution / active EE | $9,544 | $8,358+14.2% | $33,137-71.2% | $14,691-35.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |