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 | $31,160 | $168,632-81.5% | $147,614-78.9% | $125,391-75.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 1.40% | 77.65%-76.2pp | 61.98%-60.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,406 | $6,252-77.5% | $5,564-74.7% | $4,866-71.1% |
| Participant deferral / active EE | $1,697 | $5,507-69.2% | $4,895-65.3% | $5,352-68.3% |
| Admin fee / account holder | $31 | $13,580-99.8% | $11,611-99.7% | $9,540-99.7% |