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 | $39,503 | $76,552-48.4% | $123,892-68.1% | $62,891-37.2% |
| Participation rate | 73.5% | 73.0%+0.5pp | 81.4%-7.9pp | 69.3%+4.2pp |
| Annual return | 9.50% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,370 | $2,883-52.5% | $4,617-70.3% | $2,281-40.0% |
| Participant deferral / active EE | $1,498 | $4,840-69.0% | $5,984-75.0% | $3,203-53.2% |
| Admin fee / account holder | $85 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |