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 | $84,696-100.0% | $75,696-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 20.02% | 199.36%-179.3pp | 104.53%-84.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $940 | $3,230-70.9% | $2,743-65.7% | $4,837-80.6% |
| Participant deferral / active EE | $960 | $4,580-79.0% | $3,821-74.9% | $6,341-84.9% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |