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 | $65,031 | $159,602-59.3% | $150,045-56.7% | $142,382-54.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.77% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7,198 | $4,961+45.1% | $4,693+53.4% | $4,299+67.4% |
| Participant deferral / active EE | $1,662 | $8,310-80.0% | $7,997-79.2% | $6,507-74.5% |
| Admin fee / account holder | $105 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |