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 | $133,611 | $102,317+30.6% | $146,958-9.1% | $80,856+65.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,012 | $3,713-72.8% | $4,933-79.5% | $2,755-63.3% |
| Participant deferral / active EE | $2,267 | $6,644-65.9% | $8,070-71.9% | $4,296-47.2% |
| Admin fee / account holder | $261 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |