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 | $21,147 | $154,117-86.3% | $129,995-83.7% | $139,434-84.8% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 19.24% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,098 | $5,289-79.2% | $4,320-74.6% | $4,751-76.9% |
| Participant deferral / active EE | $1,804 | $6,710-73.1% | $5,820-69.0% | $6,710-73.1% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |