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 | $50,177 | $175,202-71.4% | $149,673-66.5% | $139,434-64.0% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 23.89% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,658 | $5,474-33.2% | $4,818-24.1% | $4,751-23.0% |
| Participant deferral / active EE | $1,568 | $6,519-75.9% | $5,680-72.4% | $6,710-76.6% |
| Admin fee / account holder | $2 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |