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 | $59,919 | $105,181-43.0% | $159,436-62.4% | $85,850-30.2% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.8%-11.9pp | 69.3%+1.7pp |
| Annual return | 96.26% | 45.07%+51.2pp | 263.57%-167.3pp | 318.53%-222.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,737 | $5,945-70.8% | $7,352-76.4% | $3,952-56.0% |
| Admin fee / account holder | $186 | $6,933-97.3% | $10,799-98.3% | $6,260-97.0% |