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 | $62,430 | $105,998-41.1% | $92,233-32.3% | $147,584-57.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.43% | 50.05%-39.6pp | 176.28%-165.9pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,716 | $4,333-60.4% | $3,679-53.4% | $4,876-64.8% |
| Participant deferral / active EE | $772 | $4,478-82.8% | $3,897-80.2% | $5,439-85.8% |
| Admin fee / account holder | $118 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |