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 | $144,900 | $106,515+36.0% | $96,683+49.9% | $139,434+3.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 11.08% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,500 | $4,103-63.4% | $3,737-59.9% | $4,751-68.4% |
| Participant deferral / active EE | $834 | $5,454-84.7% | $4,878-82.9% | $6,710-87.6% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |