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.
Employer 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 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 14.14% | 7.12%+7.0pp | 7.78%+6.4pp | 9.89%+4.2pp |
| Employer contribution / active EE | $448 | $10,929-95.9% | $32,517-98.6% | $14,313-96.9% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |