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 | $29,227 | $106,515-72.6% | $96,683-69.8% | $139,434-79.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.99% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,599 | $4,103-12.3% | $3,737-3.7% | $4,751-24.3% |
| Participant deferral / active EE | $1,196 | $5,454-78.1% | $4,878-75.5% | $6,710-82.2% |
| Admin fee / account holder | $170 | $7,877-97.8% | $6,730-97.5% | $11,403-98.5% |