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 | $102,607 | $197,591-48.1% | $177,821-42.3% | $158,922-35.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 20.16% | 58.76%-38.6pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,167 | $6,697-67.6% | $5,918-63.4% | $4,761-54.5% |
| Participant deferral / active EE | $2,396 | $8,405-71.5% | $7,714-68.9% | $5,982-59.9% |
| Admin fee / account holder | $30 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |