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 | $159,868 | $171,865-7.0% | $149,718+6.8% | $147,584+8.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 19.59% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,371 | $6,275-78.2% | $5,445-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $1,863 | $7,271-74.4% | $6,569-71.6% | $5,439-65.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |