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 4-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 | $162,152-100.0% | $162,152-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 7.52% | 13.40%-5.9pp | 13.01%-5.5pp | 13.91%-6.4pp |
| Employer contribution / active EE | $30,455 | $39,370-22.6% | $35,911-15.2% | $35,282-13.7% |
| Participant deferral / active EE | $0 | $97-100.0% | $91-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $41,846-100.0% |