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 | $247,094 | $127,777+93.4% | $106,548+131.9% | $167,490+47.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 33.87%-18.5pp | 26.80%-11.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,020 | $3,427-70.2% | $2,819-63.8% | $4,837-78.9% |
| Participant deferral / active EE | $748 | $5,087-85.3% | $4,398-83.0% | $6,341-88.2% |
| Admin fee / account holder | $12 | $11,228-99.9% | $7,407-99.8% | $12,309-99.9% |