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 | $92,480 | $102,966-10.2% | $90,281+2.4% | $152,861-39.5% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 19.08% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $5,762 | $3,139+83.6% | $2,854+101.9% | $4,762+21.0% |
| Participant deferral / active EE | $538 | $4,281-87.4% | $3,885-86.1% | $5,850-90.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |