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 8-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 | $28,630 | $155,788-81.6% | $124,672-77.0% | $167,490-82.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.73% | 17.97%-6.2pp | 5142.93%-5131.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,669 | $4,163-59.9% | $3,324-49.8% | $4,837-65.5% |
| Participant deferral / active EE | $832 | $5,673-85.3% | $4,614-82.0% | $6,341-86.9% |
| Admin fee / account holder | $146 | $9,531-98.5% | $7,493-98.1% | $12,309-98.8% |