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 | $59,711 | $198,466-69.9% | $170,442-65.0% | $147,584-59.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.23% | 257.29%-237.1pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,989 | $6,184-35.5% | $5,433-26.6% | $4,876-18.2% |
| Participant deferral / active EE | $1,385 | $5,629-75.4% | $4,939-72.0% | $5,439-74.5% |
| Admin fee / account holder | $253 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |