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 | $24,985 | $109,817-77.2% | $98,442-74.6% | $167,490-85.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 11.18% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $716 | $3,224-77.8% | $2,960-75.8% | $4,837-85.2% |
| Participant deferral / active EE | $786 | $4,673-83.2% | $4,276-81.6% | $6,341-87.6% |
| Admin fee / account holder | $211 | $6,753-96.9% | $5,949-96.5% | $12,309-98.3% |