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 | $52,500 | $171,865-69.5% | $149,718-64.9% | $147,584-64.4% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 11.13% | 2113.22%-2102.1pp | 1501.63%-1490.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,509 | $6,275-75.9% | $5,445-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $2,440 | $7,271-66.4% | $6,569-62.9% | $5,439-55.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |