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 | $19,871 | $109,817-81.9% | $98,442-79.8% | $167,490-88.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.22% | 1956.69%-1944.5pp | 1492.73%-1480.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $778 | $3,224-75.9% | $2,960-73.7% | $4,837-83.9% |
| Participant deferral / active EE | $778 | $4,673-83.4% | $4,276-81.8% | $6,341-87.7% |
| Admin fee / account holder | $169 | $6,753-97.5% | $5,949-97.2% | $12,309-98.6% |