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.
Annual investment return 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 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | -14.15% | 0.91%-15.1pp | 4.64%-18.8pp | 4.16%-18.3pp |
| Employer contribution / active EE | $13,337 | $49,989-73.3% | $35,349-62.3% | $42,916-68.9% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |