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 | $22,608 | $148,534-84.8% | $135,903-83.4% | $139,434-83.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.95% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,497 | $5,243-71.5% | $4,856-69.2% | $4,751-68.5% |
| Participant deferral / active EE | $568 | $8,100-93.0% | $7,758-92.7% | $6,710-91.5% |
| Admin fee / account holder | $158 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |