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 8-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 | $49,655-100.0% | $803,298-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 56.4%-56.4pp | 17.1%-17.1pp |
| Annual return | 8.90% | 9.70%-0.8pp | 10.48%-1.6pp | 9.82%-0.9pp |
| Employer contribution / active EE | $5,578 | $7,792-28.4% | $34,979-84.1% | $13,587-58.9% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $3,829-100.0% | $2,893-100.0% |