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 | $21,629 | $76,738-71.8% | $56,411-61.7% | $145,922-85.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 2994.23%-2980.8pp | 1701.33%-1688.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $194 | $1,380-85.9% | $1,039-81.3% | $4,660-95.8% |
| Participant deferral / active EE | $194 | $2,623-92.6% | $1,952-90.1% | $6,688-97.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |