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 | $27,857 | $81,632-65.9% | $70,449-60.5% | $158,922-82.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.00% | 208.40%-193.4pp | 109.03%-94.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,589 | $3,217+11.5% | $2,737+31.1% | $4,761-24.6% |
| Participant deferral / active EE | $792 | $4,554-82.6% | $3,709-78.6% | $5,982-86.8% |
| Admin fee / account holder | $77 | $6,193-98.8% | $3,845-98.0% | $11,246-99.3% |