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 4-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 | $25,972 | $177,572-85.4% | $154,803-83.2% | $142,382-81.8% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 12.48% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,848 | $4,810+42.3% | $4,305+59.0% | $4,299+59.3% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $224 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |