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 | $84,682 | $98,750-14.2% | $149,696-43.4% | $79,858+6.0% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 15.16% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,105 | $3,216-65.7% | $4,644-76.2% | $2,471-55.3% |
| Participant deferral / active EE | $2,090 | $5,680-63.2% | $6,842-69.5% | $3,740-44.1% |
| Admin fee / account holder | $70 | $6,053-98.8% | $9,309-99.3% | $5,306-98.7% |