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 8-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 | $22,131 | $108,912-79.7% | $100,383-78.0% | $145,959-84.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.48% | 57.96%-44.5pp | 49.26%-35.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $805 | $4,423-81.8% | $3,944-79.6% | $4,661-82.7% |
| Participant deferral / active EE | $2,116 | $8,451-75.0% | $8,086-73.8% | $6,689-68.4% |
| Admin fee / account holder | $155 | $9,690-98.4% | $7,900-98.0% | $13,398-98.8% |