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 | $191,974 | $127,065+51.1% | $113,168+69.6% | $142,382+34.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 11.99% | 24.03%-12.0pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,056 | $3,442-69.3% | $2,975-64.5% | $4,299-75.4% |
| Participant deferral / active EE | $1,785 | $5,716-68.8% | $5,107-65.0% | $6,507-72.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |