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.
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 | $198,586-100.0% | $146,045-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 12.5%-12.5pp | 13.5%-13.5pp |
| Annual return | 8.75% | 9.29%-0.5pp | 9.55%-0.8pp | 9.29%-0.5pp |
| Employer contribution / active EE | $14,604 | $15,168-3.7% | $39,797-63.3% | $15,168-3.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $130-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |