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 | $254,510-100.0% | - | $254,510-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.0%-43.0pp |
| Annual return | 5.51% | 5.89%-0.4pp | 6.53%-1.0pp | 259.13%-253.6pp |
| Employer contribution / active EE | $15,210 | $46,217-67.1% | $36,884-58.8% | $41,469-63.3% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $21,546-100.0% | - | $21,546-100.0% |