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 | $32,491 | $217,402-85.1% | $185,823-82.5% | $167,490-80.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 9.82% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,357 | $5,873-42.8% | $5,167-35.0% | $4,837-30.6% |
| Participant deferral / active EE | $908 | $6,356-85.7% | $5,568-83.7% | $6,341-85.7% |
| Admin fee / account holder | $135 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |