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 7-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 | $20,666 | $107,334-80.7% | $92,893-77.8% | $152,861-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 111.89% | 145.58%-33.7pp | 109.41%+2.5pp | 345.32%-233.4pp |
| Employer contribution / active EE | $4,538 | $4,221+7.5% | $3,653+24.2% | $4,762-4.7% |
| Participant deferral / active EE | $1,013 | $4,845-79.1% | $4,236-76.1% | $5,850-82.7% |
| Admin fee / account holder | $141 | $7,079-98.0% | $5,794-97.6% | $11,596-98.8% |