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 | $114,406 | $183,963-37.8% | $162,163-29.5% | $152,861-25.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 17.91% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $8,855 | $6,371+39.0% | $5,614+57.7% | $4,762+85.9% |
| Participant deferral / active EE | $1,041 | $8,034-87.0% | $7,298-85.7% | $5,850-82.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |