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 | $25,871 | $135,635-80.9% | $110,238-76.5% | $135,375-80.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -5.32% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $8,333 | $4,906+69.8% | $3,826+117.8% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $207 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |