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 7-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 | $58,857 | $177,572-66.9% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.56% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $897 | $4,810-81.4% | $4,305-79.2% | $4,299-79.1% |
| Participant deferral / active EE | $1,165 | $6,272-81.4% | $5,540-79.0% | $6,507-82.1% |
| Admin fee / account holder | $236 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |