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 | $26,688 | $148,534-82.0% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 13.50% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,096 | $5,243-79.1% | $4,856-77.4% | $4,751-76.9% |
| Participant deferral / active EE | $1,096 | $8,100-86.5% | $7,758-85.9% | $6,710-83.7% |
| Admin fee / account holder | $103 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |