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 | $29,942 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.35% | 888.09%-890.4pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,528 | $6,035-58.1% | $5,298-52.3% | $4,779-47.1% |
| Participant deferral / active EE | $1,434 | $5,806-75.3% | $5,081-71.8% | $5,609-74.4% |
| Admin fee / account holder | $176 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |