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 | $65,255 | $167,484-61.0% | $151,611-57.0% | $134,475-51.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.99% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,096 | $6,829+18.5% | $6,166+31.3% | $4,740+70.8% |
| Participant deferral / active EE | $3,134 | $8,986-65.1% | $8,363-62.5% | $6,400-51.0% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |