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 | $35,878 | $105,998-66.2% | $92,233-61.1% | $147,584-75.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 17.36% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,682 | $4,333-61.2% | $3,679-54.3% | $4,876-65.5% |
| Participant deferral / active EE | $866 | $4,478-80.7% | $3,897-77.8% | $5,439-84.1% |
| Admin fee / account holder | $276 | $6,332-95.6% | $5,194-94.7% | $10,885-97.5% |