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 7-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 | $86,723 | $226,064-61.6% | $182,532-52.5% | $152,861-43.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $702 | $4,978-85.9% | $4,076-82.8% | $4,762-85.3% |
| Participant deferral / active EE | $1,185 | $6,368-81.4% | $5,524-78.6% | $5,850-79.8% |
| Admin fee / account holder | $168 | $10,703-98.4% | $8,592-98.0% | $11,596-98.5% |