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 | $27,255 | $81,460-66.5% | $103,333-73.6% | $80,856-66.3% |
| Participation rate | 85.3% | 66.8%+18.4pp | 74.5%+10.8pp | 67.6%+17.7pp |
| Annual return | 14.34% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,086 | $3,105-65.0% | $3,868-71.9% | $2,755-60.6% |
| Participant deferral / active EE | $1,530 | $3,869-60.4% | $5,057-69.7% | $4,296-64.4% |
| Admin fee / account holder | $205 | $6,566-96.9% | $8,355-97.5% | $6,918-97.0% |