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 9-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 | $23,401 | $78,672-70.3% | $109,143-78.6% | $85,850-72.7% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 13.43% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,648 | $2,735-3.2% | $3,722-28.9% | $2,565+3.2% |
| Participant deferral / active EE | $1,443 | $3,467-58.4% | $4,653-69.0% | $3,952-63.5% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |