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 | $41,754 | $150,440-72.2% | $136,294-69.4% | $147,584-71.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 11.81% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,002 | $5,256-61.9% | $4,695-57.4% | $4,876-58.9% |
| Participant deferral / active EE | $976 | $6,630-85.3% | $6,247-84.4% | $5,439-82.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |