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 7-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 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -8.29% | -9.96%+1.7pp | -9.70%+1.4pp | -14.65%+6.4pp |
| Employer contribution / active EE | $181,960 | $60,293+201.8% | $44,610+307.9% | $46,320+292.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |