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 8-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 | $37,818 | $159,934-76.4% | $147,005-74.3% | $145,959-74.1% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 16.80% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,441 | $5,287-72.8% | $4,934-70.8% | $4,661-69.1% |
| Participant deferral / active EE | $1,856 | $8,427-78.0% | $8,070-77.0% | $6,689-72.3% |
| Admin fee / account holder | $108 | $15,053-99.3% | $13,006-99.2% | $13,398-99.2% |