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 | $24,587 | $100,852-75.6% | $90,404-72.8% | $158,922-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.23% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $383 | $3,689-89.6% | $3,262-88.3% | $4,761-92.0% |
| Participant deferral / active EE | $478 | $4,348-89.0% | $3,963-87.9% | $5,982-92.0% |
| Admin fee / account holder | $281 | $6,501-95.7% | $5,611-95.0% | $11,246-97.5% |