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 7-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 | $343,683-100.0% | $333,750-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 48.6%-48.6pp | 44.4%-44.4pp |
| Annual return | -6.89% | -9.47%+2.6pp | -9.60%+2.7pp | -14.65%+7.8pp |
| Employer contribution / active EE | $0 | $58,413-100.0% | $56,630-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $77,243 | $123+62910.0% | $124+62151.4% | $60+128836.4% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,631-100.0% |