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 | $66,762 | $60,124+11.0% | $90,404-26.2% | $79,858-16.4% |
| Participation rate | 91.9% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.3pp |
| Annual return | 15.15% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,710 | $2,068-17.3% | $3,262-47.6% | $2,471-30.8% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $272 | $3,976-93.2% | $5,611-95.2% | $5,306-94.9% |