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 | $57,827 | $171,865-66.4% | $149,718-61.4% | $147,584-60.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.59% | 2113.22%-2090.6pp | 1501.63%-1479.0pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,714 | $6,275-72.7% | $5,445-68.5% | $4,876-64.9% |
| Participant deferral / active EE | $2,105 | $7,271-71.1% | $6,569-68.0% | $5,439-61.3% |
| Admin fee / account holder | $198 | $13,799-98.6% | $11,283-98.2% | $10,885-98.2% |