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 | $127,368 | $112,096+13.6% | $95,952+32.7% | $158,922-19.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.49% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,389 | $3,198-56.6% | $2,541-45.3% | $4,761-70.8% |
| Participant deferral / active EE | $217 | $4,784-95.5% | $4,167-94.8% | $5,982-96.4% |
| Admin fee / account holder | $28 | $10,130-99.7% | $6,795-99.6% | $11,246-99.8% |