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 | $98,125 | $107,934-9.1% | $91,989+6.7% | $152,861-35.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.90% | 89.24%-74.3pp | 69.02%-54.1pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,411 | $4,210-66.5% | $3,452-59.1% | $4,762-70.4% |
| Participant deferral / active EE | $1,623 | $6,364-74.5% | $5,923-72.6% | $5,850-72.3% |
| Admin fee / account holder | $22 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |