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 5-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 | $30,870 | $148,534-79.2% | $135,903-77.3% | $139,434-77.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.88% | 79.19%-60.3pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,269 | $5,243-18.6% | $4,856-12.1% | $4,751-10.1% |
| Participant deferral / active EE | $2,011 | $8,100-75.2% | $7,758-74.1% | $6,710-70.0% |
| Admin fee / account holder | $184 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |