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 4-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 | $48,559 | $159,602-69.6% | $150,045-67.6% | $142,382-65.9% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 18.39% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,147 | $4,961-76.9% | $4,693-75.6% | $4,299-73.3% |
| Participant deferral / active EE | $2,347 | $8,310-71.8% | $7,997-70.7% | $6,507-63.9% |
| Admin fee / account holder | $275 | $14,846-98.1% | $13,435-98.0% | $12,624-97.8% |