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 4-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 | $0 | $546,767-100.0% | $191,884-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 74.6%-74.6pp | 83.5%-83.5pp |
| Annual return | 2.88% | 10.35%-7.5pp | 7.30%-4.4pp | 10.35%-7.5pp |
| Employer contribution / active EE | $80,000 | $24,752+223.2% | $17,805+349.3% | $24,752+223.2% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $3,389-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $2,176-100.0% | $48,677-100.0% |