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 | $19,281 | $105,998-81.8% | $92,233-79.1% | $147,584-86.9% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,593 | $4,333-63.2% | $3,679-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $754 | $4,478-83.2% | $3,897-80.6% | $5,439-86.1% |
| Admin fee / account holder | $255 | $6,332-96.0% | $5,194-95.1% | $10,885-97.7% |