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 | $26,143 | $165,335-84.2% | $149,696-82.5% | $158,922-83.6% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 14.67% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,037 | $5,103-40.5% | $4,644-34.6% | $4,761-36.2% |
| Participant deferral / active EE | $1,037 | $7,181-85.6% | $6,842-84.8% | $5,982-82.7% |
| Admin fee / account holder | $290 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |