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 | $104,101 | $238,490-56.3% | $180,183-42.2% | $142,382-26.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.98% | 33.56%-20.6pp | 27.86%-14.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,622 | $6,143-73.6% | $5,039-67.8% | $4,299-62.3% |
| Participant deferral / active EE | $1,893 | $7,996-76.3% | $6,822-72.3% | $6,507-70.9% |
| Admin fee / account holder | $64 | $28,866-99.8% | $19,975-99.7% | $12,624-99.5% |