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 5-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 | $100,097 | $209,832-52.3% | $189,513-47.2% | $167,490-40.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.88% | 748.27%-738.4pp | 555.15%-545.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,536 | $6,914-77.8% | $6,162-75.1% | $4,837-68.3% |
| Participant deferral / active EE | $1,909 | $8,935-78.6% | $8,221-76.8% | $6,341-69.9% |
| Admin fee / account holder | $201 | $14,293-98.6% | $12,045-98.3% | $12,309-98.4% |