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 9-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 | $22,789 | $176,056-87.1% | $159,436-85.7% | $167,490-86.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.34% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,279 | $5,297-75.8% | $4,829-73.5% | $4,837-73.6% |
| Participant deferral / active EE | $1,639 | $7,750-78.8% | $7,352-77.7% | $6,341-74.1% |
| Admin fee / account holder | $92 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |