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 | $45,164 | $140,588-67.9% | $123,104-63.3% | $125,391-64.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.24% | 16.80%-15.6pp | 13.22%-12.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $3,672 | $6,041-39.2% | $5,151-28.7% | $4,866-24.5% |
| Participant deferral / active EE | $1,980 | $6,980-71.6% | $6,230-68.2% | $5,352-63.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |