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 | $52,785 | $138,065-61.8% | $123,544-57.3% | $135,375-61.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.53% | 153.68%-149.2pp | 119.20%-114.7pp | 519.73%-515.2pp |
| Employer contribution / active EE | $933 | $5,151-81.9% | $4,628-79.8% | $4,779-80.5% |
| Participant deferral / active EE | $1,162 | $6,799-82.9% | $6,426-81.9% | $5,609-79.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |