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 | $116,375 | $160,055-27.3% | $140,016-16.9% | $135,375-14.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.48% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $23,209 | $6,420+261.5% | $5,606+314.0% | $4,779+385.7% |
| Participant deferral / active EE | $1,737 | $7,642-77.3% | $6,927-74.9% | $5,609-69.0% |
| Admin fee / account holder | $78 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |