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 | $33,532 | $106,543-68.5% | $91,220-63.2% | $134,475-75.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.28% | 160.60%-172.9pp | 114.01%-126.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,500 | $3,331-24.9% | $2,850-12.3% | $4,740-47.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15 | $6,231-99.8% | $5,420-99.7% | $11,426-99.9% |