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 | $36,231 | $176,056-79.4% | $159,436-77.3% | $167,490-78.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.62% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,815 | $5,297-65.7% | $4,829-62.4% | $4,837-62.5% |
| Participant deferral / active EE | $2,269 | $7,750-70.7% | $7,352-69.1% | $6,341-64.2% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |