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 | $45,107 | $77,145-41.5% | $108,410-58.4% | $85,850-47.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.71% | 44.54%-25.8pp | 905.27%-886.6pp | 318.53%-299.8pp |
| Employer contribution / active EE | $4,828 | $2,379+102.9% | $3,558+35.7% | $2,565+88.2% |
| Participant deferral / active EE | $2,099 | $5,566-62.3% | $6,563-68.0% | $3,952-46.9% |
| Admin fee / account holder | $134 | $5,172-97.4% | $7,295-98.2% | $6,260-97.9% |