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 | $44,397 | $183,519-75.8% | $155,509-71.5% | $145,922-69.6% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 16.45% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,545 | $5,313-52.1% | $4,672-45.5% | $4,660-45.4% |
| Participant deferral / active EE | $1,206 | $6,462-81.3% | $5,626-78.6% | $6,688-82.0% |
| Admin fee / account holder | $65 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |