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 7-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 | $53,597 | $111,814-52.1% | $93,654-42.8% | $145,959-63.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.63% | 203.30%-186.7pp | 133.34%-116.7pp | 561.95%-545.3pp |
| Employer contribution / active EE | $8,624 | $3,092+178.9% | $2,421+256.2% | $4,661+85.0% |
| Participant deferral / active EE | $819 | $4,914-83.3% | $4,413-81.4% | $6,689-87.7% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |