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 | $47,858 | $96,635-50.5% | $86,612-44.7% | $139,434-65.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.67% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,345 | $3,263-58.8% | $3,022-55.5% | $4,751-71.7% |
| Participant deferral / active EE | $489 | $4,836-89.9% | $4,438-89.0% | $6,710-92.7% |
| Admin fee / account holder | $5 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |