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 | $24,931 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.82% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,345 | $4,961-52.7% | $4,693-50.0% | $4,299-45.5% |
| Participant deferral / active EE | $1,807 | $8,310-78.3% | $7,997-77.4% | $6,507-72.2% |
| Admin fee / account holder | $2 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |