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 | $36,693 | $201,259-81.8% | $184,200-80.1% | $145,959-74.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 28.98%-18.2pp | 28.80%-18.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,640 | $7,018-76.6% | $6,424-74.5% | $4,661-64.8% |
| Participant deferral / active EE | $1,994 | $9,806-79.7% | $9,132-78.2% | $6,689-70.2% |
| Admin fee / account holder | $289 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |