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 | $95,453-53.3% | $112,040-60.2% | $82,448-45.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 15.39% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,281 | $2,318-1.6% | $2,954-22.8% | $2,551-10.6% |
| Participant deferral / active EE | $976 | $4,224-76.9% | $5,098-80.9% | $4,139-76.4% |
| Admin fee / account holder | $82 | $9,013-99.1% | $12,098-99.3% | $7,234-98.9% |