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 10-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 | $61,102 | $171,865-64.4% | $149,718-59.2% | $147,584-58.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.79% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,999 | $6,275-68.2% | $5,445-63.3% | $4,876-59.0% |
| Participant deferral / active EE | $2,498 | $7,271-65.6% | $6,569-62.0% | $5,439-54.1% |
| Admin fee / account holder | $117 | $13,799-99.1% | $11,283-99.0% | $10,885-98.9% |