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 | $85,222 | $181,894-53.1% | $156,549-45.6% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.03% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,667 | $6,248+6.7% | $5,501+21.2% | $4,869+36.9% |
| Participant deferral / active EE | $1,703 | $5,550-69.3% | $4,871-65.0% | $5,287-67.8% |
| Admin fee / account holder | $189 | $15,559-98.8% | $13,027-98.6% | $10,132-98.1% |