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 | $209,560 | $209,411+0.1% | $178,490+17.4% | $158,922+31.9% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.26% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $10,075 | $5,706+76.6% | $5,011+101.1% | $4,761+111.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $195 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |