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 | $204,192 | $133,958+52.4% | $112,228+81.9% | $134,475+51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.96% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $7,143 | $4,038+76.9% | $3,635+96.5% | $4,740+50.7% |
| Participant deferral / active EE | $597 | $5,291-88.7% | $4,728-87.4% | $6,400-90.7% |
| Admin fee / account holder | $12 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |