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 | $28,375 | $90,600-68.7% | $79,464-64.3% | $135,375-79.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.58% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,466 | $3,068+45.6% | $2,800+59.5% | $4,779-6.5% |
| Participant deferral / active EE | $12 | $4,050-99.7% | $3,704-99.7% | $5,609-99.8% |
| Admin fee / account holder | $209 | $5,907-96.5% | $5,113-95.9% | $10,827-98.1% |