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 4-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 | $23,493 | $80,673-70.9% | $101,326-76.8% | $84,808-72.3% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 20.06% | 38.95%-18.9pp | 36.82%-16.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,506 | $2,698-7.1% | $3,665-31.6% | $2,631-4.7% |
| Participant deferral / active EE | $2,420 | $6,840-64.6% | $7,994-69.7% | $4,212-42.5% |
| Admin fee / account holder | $190 | $12,784-98.5% | $11,185-98.3% | $7,344-97.4% |