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 | $38,861 | $78,422-50.4% | $95,952-59.5% | $79,858-51.3% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 11.36% | 19.37%-8.0pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,167 | $1,945-40.0% | $2,541-54.1% | $2,471-52.8% |
| Participant deferral / active EE | $1,173 | $3,440-65.9% | $4,167-71.9% | $3,740-68.6% |
| Admin fee / account holder | $257 | $5,622-95.4% | $6,795-96.2% | $5,306-95.2% |