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 | $44,576 | $95,803-53.5% | $113,168-60.6% | $84,808-47.4% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 15.39% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,281 | $2,360-3.4% | $2,975-23.3% | $2,631-13.3% |
| Participant deferral / active EE | $976 | $4,242-77.0% | $5,107-80.9% | $4,212-76.8% |
| Admin fee / account holder | $82 | $8,989-99.1% | $12,068-99.3% | $7,344-98.9% |