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 5-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 | $27,146 | $74,888-63.8% | $71,209-61.9% | $142,382-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 269.38% | 345.14%-75.8pp | 282.51%-13.1pp | 217.08%+52.3pp |
| Employer contribution / active EE | $1,020 | $2,854-64.3% | $2,721-62.5% | $4,299-76.3% |
| Participant deferral / active EE | $522 | $4,454-88.3% | $4,175-87.5% | $6,507-92.0% |
| Admin fee / account holder | $123 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |