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 6-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 | $40,381 | $209,832-80.8% | $189,513-78.7% | $167,490-75.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.91% | 748.27%-727.4pp | 555.15%-534.2pp | 478.56%-457.7pp |
| Employer contribution / active EE | $19,862 | $6,914+187.3% | $6,162+222.4% | $4,837+310.6% |
| Participant deferral / active EE | $1,236 | $8,935-86.2% | $8,221-85.0% | $6,341-80.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |