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.
Annual investment return 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 | $37,197-100.0% | $68,458-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 10.1%-10.1pp | 4.7%-4.7pp |
| Annual return | -7.10% | -0.69%-6.4pp | -0.87%-6.2pp | -0.69%-6.4pp |
| Employer contribution / active EE | $4,501 | $16,786-73.2% | $21,826-79.4% | $16,786-73.2% |
| Participant deferral / active EE | $0 | $525-100.0% | $656-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $165-100.0% | $124-100.0% |