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 | $178,424 | $150,440+18.6% | $136,294+30.9% | $147,584+20.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.62% | 1049.08%-1025.5pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,139 | $5,256-59.3% | $4,695-54.5% | $4,876-56.1% |
| Participant deferral / active EE | $1,143 | $6,630-82.8% | $6,247-81.7% | $5,439-79.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |