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 10-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 | $28,640 | $138,065-79.3% | $123,544-76.8% | $135,375-78.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,153 | $5,151-58.2% | $4,628-53.5% | $4,779-54.9% |
| Participant deferral / active EE | $2,153 | $6,799-68.3% | $6,426-66.5% | $5,609-61.6% |
| Admin fee / account holder | $116 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |