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 | $85,431 | $198,466-57.0% | $170,442-49.9% | $147,584-42.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.52% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,110 | $6,184-65.9% | $5,433-61.2% | $4,876-56.7% |
| Participant deferral / active EE | $1,880 | $5,629-66.6% | $4,939-61.9% | $5,439-65.4% |
| Admin fee / account holder | $205 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |