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 | $39,403 | $109,327-64.0% | $89,391-55.9% | $158,922-75.2% |
| Participation rate | 73.9% | 74.3%-0.3pp | 68.0%+5.9pp | 82.0%-8.0pp |
| Annual return | 25.76% | 345.68%-319.9pp | 245.62%-219.9pp | 302.83%-277.1pp |
| Employer contribution / active EE | $475 | $3,170-85.0% | $2,586-81.6% | $4,761-90.0% |
| Participant deferral / active EE | $823 | $4,598-82.1% | $3,890-78.8% | $5,982-86.2% |
| Admin fee / account holder | $32 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |