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 | $46,067 | $155,788-70.4% | $124,672-63.0% | $167,490-72.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.34% | 17.97%-6.6pp | 5142.93%-5131.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,943 | $4,163+18.7% | $3,324+48.7% | $4,837+2.2% |
| Participant deferral / active EE | $1,032 | $5,673-81.8% | $4,614-77.6% | $6,341-83.7% |
| Admin fee / account holder | $10 | $9,531-99.9% | $7,493-99.9% | $12,309-99.9% |