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 | $160,246 | $160,055+0.1% | $140,016+14.4% | $135,375+18.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.83% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $8,575 | $6,420+33.6% | $5,606+53.0% | $4,779+79.4% |
| Participant deferral / active EE | $332 | $7,642-95.7% | $6,927-95.2% | $5,609-94.1% |
| Admin fee / account holder | $129 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |