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 | $98,554 | $197,591-50.1% | $177,821-44.6% | $158,922-38.0% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.3pp | 82.0%-5.5pp |
| Annual return | 16.14% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,570 | $8,405-69.4% | $7,714-66.7% | $5,982-57.0% |
| Admin fee / account holder | $189 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |