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 | $36,151 | $118,849-69.6% | $96,562-62.6% | $167,490-78.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.73% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.8pp |
| Employer contribution / active EE | $6,429 | $3,120+106.1% | $2,356+172.8% | $4,837+32.9% |
| Participant deferral / active EE | $1,110 | $4,616-76.0% | $3,849-71.2% | $6,341-82.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |