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 | $197,575 | $185,822+6.3% | $169,993+16.2% | $139,434+41.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.27% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,788 | $7,590-50.1% | $6,785-44.2% | $4,751-20.3% |
| Participant deferral / active EE | $1,515 | $11,622-87.0% | $10,408-85.4% | $6,710-77.4% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |