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 7-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 | $225,336 | $159,901+40.9% | $146,958+53.3% | $145,922+54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,631 | $5,286-50.2% | $4,933-46.7% | $4,660-43.5% |
| Participant deferral / active EE | $2,000 | $8,428-76.3% | $8,070-75.2% | $6,688-70.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |