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 | $48,547 | $83,477-41.8% | $125,175-61.2% | $72,985-33.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.57% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,371 | $2,345-41.6% | $3,865-64.5% | $2,440-43.8% |
| Participant deferral / active EE | $1,065 | $3,585-70.3% | $4,937-78.4% | $3,607-70.5% |
| Admin fee / account holder | $158 | $5,517-97.1% | $9,702-98.4% | $5,124-96.9% |