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 | $27,429 | $150,440-81.8% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 19.31% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,515 | $5,256-71.2% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $1,123 | $6,630-83.1% | $6,247-82.0% | $5,439-79.4% |
| Admin fee / account holder | $112 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |