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 | $39,144 | $96,635-59.5% | $86,612-54.8% | $139,434-71.9% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.2pp |
| Annual return | 13.66% | 106.41%-92.8pp | 591.07%-577.4pp | 372.94%-359.3pp |
| Employer contribution / active EE | $12,203 | $3,263+274.0% | $3,022+303.8% | $4,751+156.9% |
| Participant deferral / active EE | $584 | $4,836-87.9% | $4,438-86.8% | $6,710-91.3% |
| Admin fee / account holder | $136 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |