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 | $225,175 | $159,901+40.8% | $146,958+53.2% | $145,922+54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,124 | $5,286-78.7% | $4,933-77.2% | $4,660-75.9% |
| Participant deferral / active EE | $1,554 | $8,428-81.6% | $8,070-80.7% | $6,688-76.8% |
| Admin fee / account holder | $80 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |