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 | $63,083 | $96,965-34.9% | $97,995-35.6% | $147,584-57.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.43% | 24.11%-8.7pp | 23.94%-8.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,388 | $4,536-47.4% | $4,158-42.6% | $4,876-51.0% |
| Participant deferral / active EE | $1,478 | $5,081-70.9% | $5,097-71.0% | $5,439-72.8% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |