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 | $832,720-100.0% | $832,720-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 0.00% | 7.05%-7.0pp | 7.07%-7.1pp | 13.91%-13.9pp |
| Employer contribution / active EE | $3,628 | $40,446-91.0% | $39,802-90.9% | $35,282-89.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $28,721-100.0% | $28,721-100.0% | $41,846-100.0% |