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 9-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 | $53,823-100.0% | $97,450-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 41.9%-41.9pp | 8.4%-8.4pp |
| Annual return | 6.40% | 15.19%-8.8pp | 10.56%-4.2pp | 18.34%-11.9pp |
| Employer contribution / active EE | $7,079 | $14,259-50.4% | $28,542-75.2% | $14,665-51.7% |
| Participant deferral / active EE | $0 | $752-100.0% | $484-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $1,775-100.0% | $1,464-100.0% | $9,141-100.0% |