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.
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 | $36,290 | $99,341-63.5% | $84,750-57.2% | $273,961-86.8% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 46.36% | 22.93%+23.4pp | 22.78%+23.6pp | 41.45%+4.9pp |
| Employer contribution / active EE | $19,054 | $4,214+352.2% | $3,574+433.1% | $4,869+291.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $209 | $6,644-96.9% | $5,332-96.1% | $10,132-97.9% |