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 | $94,848 | $138,044-31.3% | $125,339-24.3% | $134,475-29.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.54% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $41,950 | $5,243+700.1% | $4,814+771.5% | $4,740+785.1% |
| Participant deferral / active EE | $250 | $7,799-96.8% | $7,446-96.6% | $6,400-96.1% |
| Admin fee / account holder | $95 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |