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 | $35,210 | $183,519-80.8% | $155,509-77.4% | $145,922-75.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.39% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,290 | $5,313-75.7% | $4,672-72.4% | $4,660-72.3% |
| Participant deferral / active EE | $318 | $6,462-95.1% | $5,626-94.4% | $6,688-95.3% |
| Admin fee / account holder | $230 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |