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 | $38,853 | $98,750-60.7% | $149,696-74.0% | $79,858-51.3% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 16.57% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,236 | $3,216+93.9% | $4,644+34.3% | $2,471+152.4% |
| Participant deferral / active EE | $1,235 | $5,680-78.3% | $6,842-81.9% | $3,740-67.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |