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 | $18,854 | $102,604-81.6% | $86,188-78.1% | $139,434-86.5% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 13.43% | 1922.51%-1909.1pp | 1168.45%-1155.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,813 | $3,032-7.3% | $2,380+18.2% | $4,751-40.8% |
| Participant deferral / active EE | $791 | $4,676-83.1% | $3,985-80.1% | $6,710-88.2% |
| Admin fee / account holder | $159 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |