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 | $168,045 | $117,841+42.6% | $102,423+64.1% | $145,922+15.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.99% | 31.65%-21.7pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,145 | $3,615-68.3% | $3,023-62.1% | $4,660-75.4% |
| Participant deferral / active EE | $1,735 | $5,731-69.7% | $5,053-65.7% | $6,688-74.1% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |