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 | $111,687 | $150,440-25.8% | $136,294-18.1% | $147,584-24.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 21.54% | 1049.08%-1027.5pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,739 | $5,256-47.9% | $4,695-41.7% | $4,876-43.8% |
| Participant deferral / active EE | $1,528 | $6,630-77.0% | $6,247-75.5% | $5,439-71.9% |
| Admin fee / account holder | $241 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |