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 | $57,739 | $77,419-25.4% | $69,455-16.9% | $152,861-62.2% |
| Participation rate | 79.2% | 78.1%+1.1pp | 74.6%+4.6pp | 82.4%-3.3pp |
| Annual return | 28.01% | 39.06%-11.1pp | 28.97%-1.0pp | 345.32%-317.3pp |
| Employer contribution / active EE | $833 | $3,315-74.9% | $2,779-70.0% | $4,762-82.5% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $134 | $6,207-97.8% | $3,839-96.5% | $11,596-98.8% |