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 | $81,632-100.0% | $70,449-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 5.68% | 208.40%-202.7pp | 109.03%-103.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $999 | $3,217-69.0% | $2,737-63.5% | $4,761-79.0% |
| Participant deferral / active EE | $900 | $4,554-80.2% | $3,709-75.7% | $5,982-85.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |