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 | $53,195 | $165,335-67.8% | $149,696-64.5% | $158,922-66.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.24% | 348.15%-329.9pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $902 | $5,103-82.3% | $4,644-80.6% | $4,761-81.1% |
| Participant deferral / active EE | $2,040 | $7,181-71.6% | $6,842-70.2% | $5,982-65.9% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |