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 | $25,538 | $99,341-74.3% | $84,750-69.9% | $273,961-90.7% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 4.13% | 22.93%-18.8pp | 22.78%-18.7pp | 41.45%-37.3pp |
| Employer contribution / active EE | $7,315 | $4,214+73.6% | $3,574+104.6% | $4,869+50.2% |
| Participant deferral / active EE | $743 | $4,269-82.6% | $3,712-80.0% | $5,287-85.9% |
| Admin fee / account holder | $265 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |