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 | $61,985 | $100,852-38.5% | $90,404-31.4% | $158,922-61.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 20.87% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $203 | $3,689-94.5% | $3,262-93.8% | $4,761-95.7% |
| Participant deferral / active EE | $302 | $4,348-93.1% | $3,963-92.4% | $5,982-95.0% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |