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 | $59,993 | $115,770-48.2% | $101,248-40.7% | $158,922-62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.53% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,707 | $4,175-35.2% | $3,660-26.0% | $4,761-43.1% |
| Participant deferral / active EE | $911 | $4,957-81.6% | $4,370-79.1% | $5,982-84.8% |
| Admin fee / account holder | $65 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |