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 6-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 | $45,835 | $106,515-57.0% | $96,683-52.6% | $139,434-67.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 64.60% | 38.43%+26.2pp | 35.69%+28.9pp | 372.94%-308.3pp |
| Employer contribution / active EE | $18,563 | $4,103+352.4% | $3,737+396.8% | $4,751+290.7% |
| Participant deferral / active EE | $396 | $5,454-92.7% | $4,878-91.9% | $6,710-94.1% |
| Admin fee / account holder | $138 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |