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 | $94,551 | $175,202-46.0% | $149,673-36.8% | $139,434-32.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.85% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,107 | $5,474-79.8% | $4,818-77.0% | $4,751-76.7% |
| Participant deferral / active EE | $1,320 | $6,519-79.8% | $5,680-76.8% | $6,710-80.3% |
| Admin fee / account holder | $77 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |