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 | $14,794 | $70,756-79.1% | $65,493-77.4% | $142,382-89.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.07% | 1754.89%-1739.8pp | 982.45%-967.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $640 | $2,881-77.8% | $2,574-75.1% | $4,299-85.1% |
| Participant deferral / active EE | $116 | $4,637-97.5% | $3,961-97.1% | $6,507-98.2% |
| Admin fee / account holder | $83 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |