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 | $57,502 | $183,963-68.7% | $162,163-64.5% | $152,861-62.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.02% | 150.76%-132.7pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,653 | $6,371-74.1% | $5,614-70.6% | $4,762-65.3% |
| Participant deferral / active EE | $2,006 | $8,034-75.0% | $7,298-72.5% | $5,850-65.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |