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 | $32,703 | $98,750-66.9% | $149,696-78.2% | $79,858-59.0% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 14.26% | 27.43%-13.2pp | 276.60%-262.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,190 | $3,216-63.0% | $4,644-74.4% | $2,471-51.8% |
| Participant deferral / active EE | $1,953 | $5,680-65.6% | $6,842-71.5% | $3,740-47.8% |
| Admin fee / account holder | $300 | $6,053-95.0% | $9,309-96.8% | $5,306-94.3% |