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 | $45,741 | $98,750-53.7% | $149,696-69.4% | $79,858-42.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 17.91% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,343 | $3,216-58.2% | $4,644-71.1% | $2,471-45.6% |
| Participant deferral / active EE | $1,981 | $5,680-65.1% | $6,842-71.0% | $3,740-47.0% |
| Admin fee / account holder | $277 | $6,053-95.4% | $9,309-97.0% | $5,306-94.8% |