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 | $188,202 | $112,096+67.9% | $95,952+96.1% | $158,922+18.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 9.08% | 171.09%-162.0pp | 91.61%-82.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $12,034 | $3,198+276.3% | $2,541+373.6% | $4,761+152.7% |
| Participant deferral / active EE | $676 | $4,784-85.9% | $4,167-83.8% | $5,982-88.7% |
| Admin fee / account holder | $278 | $10,130-97.3% | $6,795-95.9% | $11,246-97.5% |