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 5-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 | $67,574 | $210,648-67.9% | $177,989-62.0% | $145,922-53.7% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 14.27% | 385.86%-371.6pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $622 | $4,565-86.4% | $3,949-84.2% | $4,660-86.6% |
| Participant deferral / active EE | $1,240 | $6,958-82.2% | $6,276-80.2% | $6,688-81.5% |
| Admin fee / account holder | $200 | $12,013-98.3% | $10,363-98.1% | $13,397-98.5% |