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 10-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.
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 | $40,565 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 26.95% | 1049.08%-1022.1pp | 5155.94%-5129.0pp | 578.55%-551.6pp |
| Employer contribution / active EE | $13,071 | $5,256+148.7% | $4,695+178.4% | $4,876+168.1% |
| Participant deferral / active EE | $1,170 | $6,630-82.3% | $6,247-81.3% | $5,439-78.5% |
| Admin fee / account holder | $188 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |