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 | $47,392 | $124,425-61.9% | $112,040-57.7% | $137,256-65.5% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 13.74% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,437 | $3,411-28.6% | $2,954-17.5% | $4,156-41.4% |
| Participant deferral / active EE | $1,419 | $5,718-75.2% | $5,098-72.2% | $6,407-77.8% |
| Admin fee / account holder | $39 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |