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 8-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 | $81,052 | $152,587-46.9% | $125,175-35.2% | $152,861-47.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.20% | 54.84%-37.6pp | 43.79%-26.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $26,351 | $4,946+432.7% | $3,865+581.7% | $4,762+453.3% |
| Participant deferral / active EE | $625 | $5,868-89.3% | $4,937-87.3% | $5,850-89.3% |
| Admin fee / account holder | $19 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |