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 3-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 | $1,747 | $70,606-97.5% | $53,898-96.8% | $142,382-98.8% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 20.66% | 619.81%-599.2pp | 528.60%-507.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $204 | $1,202-83.1% | $932-78.1% | $4,299-95.3% |
| Participant deferral / active EE | $204 | $2,364-91.4% | $1,826-88.8% | $6,507-96.9% |
| Admin fee / account holder | $109 | $2,852-96.2% | $2,491-95.6% | $12,624-99.1% |