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 9-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 | $28,200 | $118,680-76.2% | $98,907-71.5% | $158,922-82.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.93% | 372.35%-350.4pp | 196.43%-174.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $8,628 | $3,333+158.9% | $2,689+220.9% | $4,761+81.2% |
| Participant deferral / active EE | $952 | $5,088-81.3% | $4,244-77.6% | $5,982-84.1% |
| Admin fee / account holder | $250 | $10,131-97.5% | $6,642-96.2% | $11,246-97.8% |