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 5-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 | $48,443 | $169,032-71.3% | $129,207-62.5% | $145,922-66.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.67% | 14330.11%-14315.4pp | 9417.33%-9402.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,177 | $5,537-60.7% | $4,153-47.6% | $4,660-53.3% |
| Participant deferral / active EE | $143 | $4,987-97.1% | $4,168-96.6% | $6,688-97.9% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |