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 | $79,604 | $176,056-54.8% | $159,436-50.1% | $167,490-52.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.94% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,902 | $5,297-7.5% | $4,829+1.5% | $4,837+1.3% |
| Participant deferral / active EE | $1,200 | $7,750-84.5% | $7,352-83.7% | $6,341-81.1% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |