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 | $16,571 | $156,846-89.4% | $121,098-86.3% | $139,434-88.1% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 18.33% | 1474.56%-1456.2pp | 985.75%-967.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $7,734 | $5,536+39.7% | $4,164+85.7% | $4,751+62.8% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |