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 | $54,482 | $100,852-46.0% | $90,404-39.7% | $158,922-65.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 7.33% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,872 | $3,689+5.0% | $3,262+18.7% | $4,761-18.7% |
| Participant deferral / active EE | $158 | $4,348-96.4% | $3,963-96.0% | $5,982-97.4% |
| Admin fee / account holder | $73 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |