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 | $211,425 | $165,335+27.9% | $149,696+41.2% | $158,922+33.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,230 | $5,103-36.7% | $4,644-30.5% | $4,761-32.2% |
| Participant deferral / active EE | $1,426 | $7,181-80.1% | $6,842-79.2% | $5,982-76.2% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |