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 | $282,865-100.0% | $108,968-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 7.79% | 26.18%-18.4pp | 9.63%-1.8pp | 9.89%-2.1pp |
| Employer contribution / active EE | $17,574 | $9,213+90.8% | $33,327-47.3% | $14,313+22.8% |
| Participant deferral / active EE | $0 | $0 | $45-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $596-100.0% | $9,084-100.0% |