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 | $22,718 | $118,680-80.9% | $98,907-77.0% | $158,922-85.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 15.47% | 372.35%-356.9pp | 196.43%-181.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $675 | $3,333-79.8% | $2,689-74.9% | $4,761-85.8% |
| Participant deferral / active EE | $1,150 | $5,088-77.4% | $4,244-72.9% | $5,982-80.8% |
| Admin fee / account holder | $275 | $10,131-97.3% | $6,642-95.9% | $11,246-97.6% |