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 | $102,236 | $165,335-38.2% | $149,696-31.7% | $158,922-35.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.46% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,368 | $5,103-73.2% | $4,644-70.6% | $4,761-71.3% |
| Participant deferral / active EE | $1,722 | $7,181-76.0% | $6,842-74.8% | $5,982-71.2% |
| Admin fee / account holder | $6 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |