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 | $175,496 | $138,065+27.1% | $123,544+42.1% | $135,375+29.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.22% | 153.68%-150.5pp | 119.20%-116.0pp | 519.73%-516.5pp |
| Employer contribution / active EE | $2,155 | $5,151-58.2% | $4,628-53.4% | $4,779-54.9% |
| Participant deferral / active EE | $380 | $6,799-94.4% | $6,426-94.1% | $5,609-93.2% |
| Admin fee / account holder | $19 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |