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 6-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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 14.90% | 11.85%+3.1pp | 9.65%+5.2pp | 9.82%+5.1pp |
| Employer contribution / active EE | $4,000 | $8,767-54.4% | $26,259-84.8% | $13,587-70.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |