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 5-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 | $102,649 | $91,552+12.1% | $133,956-23.4% | $79,858+28.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 22.01% | 61.85%-39.8pp | 45.09%-23.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $783 | $2,384-67.1% | $3,919-80.0% | $2,471-68.3% |
| Participant deferral / active EE | $1,435 | $3,733-61.6% | $5,048-71.6% | $3,740-61.6% |
| Admin fee / account holder | $298 | $6,321-95.3% | $8,927-96.7% | $5,306-94.4% |