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 | $60,810 | $160,055-62.0% | $140,016-56.6% | $135,375-55.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 9.20% | 911.38%-902.2pp | 651.12%-641.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $1,701 | $6,420-73.5% | $5,606-69.7% | $4,779-64.4% |
| Participant deferral / active EE | $1,972 | $7,642-74.2% | $6,927-71.5% | $5,609-64.8% |
| Admin fee / account holder | $107 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |