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 | $140,169 | $179,726-22.0% | $156,263-10.3% | $142,382-1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.16% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,536 | $5,069-69.7% | $4,333-64.5% | $4,299-64.3% |
| Participant deferral / active EE | $1,536 | $6,956-77.9% | $6,158-75.1% | $6,507-76.4% |
| Admin fee / account holder | $1 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |