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 9-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 | $29,591 | $135,952-78.2% | $123,892-76.1% | $273,961-89.2% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 26.35% | 56.63%-30.3pp | 47.52%-21.2pp | 41.45%-15.1pp |
| Employer contribution / active EE | $18,735 | $5,170+262.4% | $4,617+305.8% | $4,869+284.8% |
| Participant deferral / active EE | $1,822 | $6,343-71.3% | $5,984-69.6% | $5,287-65.5% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |