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 9-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 | $78,697 | $183,963-57.2% | $162,163-51.5% | $152,861-48.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.19% | 150.76%-123.6pp | 115.59%-88.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,098 | $6,371-67.1% | $5,614-62.6% | $4,762-55.9% |
| Participant deferral / active EE | $1,228 | $8,034-84.7% | $7,298-83.2% | $5,850-79.0% |
| Admin fee / account holder | $143 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |