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 | $0 | $201,272-100.0% | $184,203-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.94% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,998 | $7,022-71.5% | $6,427-68.9% | $4,660-57.1% |
| Participant deferral / active EE | $2,553 | $9,806-74.0% | $9,131-72.0% | $6,688-61.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |