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 9-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 | $24,315 | $109,817-77.9% | $98,442-75.3% | $167,490-85.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 16.42% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $839 | $3,224-74.0% | $2,960-71.7% | $4,837-82.7% |
| Participant deferral / active EE | $542 | $4,673-88.4% | $4,276-87.3% | $6,341-91.4% |
| Admin fee / account holder | $240 | $6,753-96.4% | $5,949-96.0% | $12,309-98.1% |