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 | $93,364 | $209,832-55.5% | $189,513-50.7% | $167,490-44.3% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 14.37% | 748.27%-733.9pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,688 | $6,914-32.2% | $6,162-23.9% | $4,837-3.1% |
| Participant deferral / active EE | $3,339 | $8,935-62.6% | $8,221-59.4% | $6,341-47.3% |
| Admin fee / account holder | $135 | $14,293-99.1% | $12,045-98.9% | $12,309-98.9% |