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 9-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 | $101,202 | $180,449-43.9% | $154,107-34.3% | $135,375-25.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.15% | 888.09%-896.2pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $10,537 | $6,035+74.6% | $5,298+98.9% | $4,779+120.5% |
| Participant deferral / active EE | $655 | $5,806-88.7% | $5,081-87.1% | $5,609-88.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |