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 | $22,471 | $52,519-57.2% | $155,790-85.6% | $59,632-62.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.67% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $4,998 | $1,589+214.5% | $3,836+30.3% | $2,203+126.9% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18 | $3,540-99.5% | $7,478-99.8% | $4,297-99.6% |