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 | $220,432 | $63,764+245.7% | $81,930+169.1% | $79,858+176.0% |
| Participation rate | 97.1% | 67.5%+29.6pp | 72.0%+25.1pp | 69.6%+27.4pp |
| Annual return | 12.07% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $5,361 | $1,795+198.6% | $4,310+24.4% | $2,471+117.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14 | $4,426-99.7% | $5,158-99.7% | $5,306-99.7% |