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 | $84,496 | $181,894-53.5% | $156,549-46.0% | $273,961-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.58% | 30.74%-26.2pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,391 | $6,248-77.7% | $5,501-74.7% | $4,869-71.4% |
| Participant deferral / active EE | $1,528 | $5,550-72.5% | $4,871-68.6% | $5,287-71.1% |
| Admin fee / account holder | $225 | $15,559-98.6% | $13,027-98.3% | $10,132-97.8% |