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 | $42,597 | $138,065-69.1% | $123,544-65.5% | $135,375-68.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.17% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,203 | $5,151-76.7% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $1,980 | $6,799-70.9% | $6,426-69.2% | $5,609-64.7% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |