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 | $116,274 | $159,901-27.3% | $146,958-20.9% | $145,922-20.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.40% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,929 | $5,286-63.5% | $4,933-60.9% | $4,660-58.6% |
| Participant deferral / active EE | $2,303 | $8,428-72.7% | $8,070-71.5% | $6,688-65.6% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |