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 | $413,253-100.0% | $413,253-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.7%-44.7pp | 40.8%-40.8pp | 45.9%-45.9pp |
| Annual return | 1.39% | 8.43%-7.0pp | 8.55%-7.2pp | 10.21%-8.8pp |
| Employer contribution / active EE | $27,262 | $57,036-52.2% | $55,494-50.9% | $42,272-35.5% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |