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 | $0 | $135,635-100.0% | $110,238-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -0.91% | 513.19%-514.1pp | 314.74%-315.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $13,036 | $4,906+165.7% | $3,826+240.7% | $4,779+172.8% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |