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 6-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 | $23,580 | $159,602-85.2% | $150,045-84.3% | $142,382-83.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.41% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,525 | $4,961-69.3% | $4,693-67.5% | $4,299-64.5% |
| Participant deferral / active EE | $1,525 | $8,310-81.7% | $7,997-80.9% | $6,507-76.6% |
| Admin fee / account holder | $163 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |