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 | $116,268 | $161,352-27.9% | $134,172-13.3% | $137,256-15.3% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 18.20% | 28.72%-10.5pp | 25.30%-7.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $798 | $4,099-80.5% | $3,420-76.7% | $4,156-80.8% |
| Participant deferral / active EE | $217 | $5,552-96.1% | $4,690-95.4% | $6,407-96.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |