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 | $162,756 | $144,119+12.9% | $117,854+38.1% | $147,584+10.3% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 13.69% | 531.15%-517.5pp | 335.08%-321.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,070 | $4,896+24.0% | $3,786+60.3% | $4,876+24.5% |
| Participant deferral / active EE | $983 | $5,316-81.5% | $4,482-78.1% | $5,439-81.9% |
| Admin fee / account holder | $80 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |