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 | $104,954 | $180,449-41.8% | $154,107-31.9% | $135,375-22.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.62% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $8,119 | $6,035+34.5% | $5,298+53.3% | $4,779+69.9% |
| Participant deferral / active EE | $652 | $5,806-88.8% | $5,081-87.2% | $5,609-88.4% |
| Admin fee / account holder | $45 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |