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 | $67,536 | $171,865-60.7% | $149,718-54.9% | $147,584-54.2% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 22.60% | 2113.22%-2090.6pp | 1501.63%-1479.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,571 | $6,275-75.0% | $5,445-71.1% | $4,876-67.8% |
| Participant deferral / active EE | $1,571 | $7,271-78.4% | $6,569-76.1% | $5,439-71.1% |
| Admin fee / account holder | $151 | $13,799-98.9% | $11,283-98.7% | $10,885-98.6% |