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 | $27,398 | $150,440-81.8% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.50% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,364 | $5,256-74.0% | $4,695-70.9% | $4,876-72.0% |
| Participant deferral / active EE | $2,086 | $6,630-68.5% | $6,247-66.6% | $5,439-61.6% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |