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 | $136,128 | $108,642+25.3% | $74,701+82.2% | $152,861-10.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 23.27% | 114.06%-90.8pp | 752.92%-729.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,476 | $1,503+64.7% | $1,084+128.5% | $4,762-48.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |