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 | $183,861 | $133,958+37.3% | $112,228+63.8% | $134,475+36.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.05% | 47.11%-51.2pp | 27.45%-31.5pp | 417.96%-422.0pp |
| Employer contribution / active EE | $1,655 | $4,038-59.0% | $3,635-54.5% | $4,740-65.1% |
| Participant deferral / active EE | $1,393 | $5,291-73.7% | $4,728-70.5% | $6,400-78.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |