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 | $104,022 | $138,065-24.7% | $123,544-15.8% | $135,375-23.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,192 | $5,151-38.0% | $4,628-31.0% | $4,779-33.2% |
| Participant deferral / active EE | $1,165 | $6,799-82.9% | $6,426-81.9% | $5,609-79.2% |
| Admin fee / account holder | $10 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |