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 | $122,967 | $183,963-33.2% | $162,163-24.2% | $152,861-19.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.04% | 150.76%-124.7pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,169 | $6,371-66.0% | $5,614-61.4% | $4,762-54.5% |
| Participant deferral / active EE | $2,651 | $8,034-67.0% | $7,298-63.7% | $5,850-54.7% |
| Admin fee / account holder | $289 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |