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 | $153,790 | $148,534+3.5% | $135,903+13.2% | $139,434+10.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.92% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,149 | $5,243-78.1% | $4,856-76.3% | $4,751-75.8% |
| Participant deferral / active EE | $1,702 | $8,100-79.0% | $7,758-78.1% | $6,710-74.6% |
| Admin fee / account holder | $148 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |