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 | $98,558 | $181,894-45.8% | $156,549-37.0% | $273,961-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.66% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $9,660 | $6,248+54.6% | $5,501+75.6% | $4,869+98.4% |
| Participant deferral / active EE | $528 | $5,550-90.5% | $4,871-89.2% | $5,287-90.0% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |