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 | $79,172 | $118,680-33.3% | $98,907-20.0% | $158,922-50.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.04% | 372.35%-363.3pp | 196.43%-187.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $6,262 | $3,333+87.9% | $2,689+132.9% | $4,761+31.5% |
| Participant deferral / active EE | $101 | $5,088-98.0% | $4,244-97.6% | $5,982-98.3% |
| Admin fee / account holder | $229 | $10,131-97.7% | $6,642-96.6% | $11,246-98.0% |