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 | $52,820 | $85,766-38.4% | $136,294-61.2% | $70,131-24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.48% | 31.45%-7.0pp | 5155.94%-5131.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $6,878 | $2,966+131.9% | $4,695+46.5% | $2,342+193.6% |
| Participant deferral / active EE | $1,202 | $5,051-76.2% | $6,247-80.8% | $3,332-63.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |