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 | $236,156 | $198,466+19.0% | $170,442+38.6% | $147,584+60.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.86% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $9,136 | $6,184+47.7% | $5,433+68.2% | $4,876+87.3% |
| Participant deferral / active EE | $1,500 | $5,629-73.4% | $4,939-69.6% | $5,439-72.4% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |