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 | $47,986 | $153,772-68.8% | $133,980-64.2% | $273,961-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 72.53% | 36.51%+36.0pp | 29.30%+43.2pp | 41.45%+31.1pp |
| Employer contribution / active EE | $7,845 | $6,029+30.1% | $5,211+50.5% | $4,869+61.1% |
| Participant deferral / active EE | $175 | $6,958-97.5% | $6,282-97.2% | $5,287-96.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |