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 | $41,199 | $159,901-74.2% | $146,958-72.0% | $145,922-71.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.18% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,092 | $5,286-79.3% | $4,933-77.9% | $4,660-76.6% |
| Participant deferral / active EE | $1,860 | $8,428-77.9% | $8,070-76.9% | $6,688-72.2% |
| Admin fee / account holder | $29 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |