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 6-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 | $287,075-100.0% | - | $287,075-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.8%-55.8pp |
| Annual return | 10.08% | 8.67%+1.4pp | 8.37%+1.7pp | 24.42%-14.3pp |
| Employer contribution / active EE | $47,536 | $36,029+31.9% | $29,626+60.5% | $41,338+15.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $22,079-100.0% | - | $22,079-100.0% |