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 8-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 | $50,717 | $197,591-74.3% | $177,821-71.5% | $158,922-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.41% | 58.76%-39.3pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $8,294 | $6,697+23.8% | $5,918+40.1% | $4,761+74.2% |
| Participant deferral / active EE | $2,849 | $8,405-66.1% | $7,714-63.1% | $5,982-52.4% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |