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 | $77,568 | $238,490-67.5% | $180,183-57.0% | $142,382-45.5% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 25.83% | 33.56%-7.7pp | 27.86%-2.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,207 | $6,143-64.1% | $5,039-56.2% | $4,299-48.7% |
| Participant deferral / active EE | $2,346 | $7,996-70.7% | $6,822-65.6% | $6,507-63.9% |
| Admin fee / account holder | $4 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |