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 | $21,077 | $107,334-80.4% | $92,893-77.3% | $152,861-86.2% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 20.45% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,986 | $4,221-29.3% | $3,653-18.3% | $4,762-37.3% |
| Participant deferral / active EE | $315 | $4,845-93.5% | $4,236-92.6% | $5,850-94.6% |
| Admin fee / account holder | $18 | $7,079-99.8% | $5,794-99.7% | $11,596-99.8% |