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 5-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 | $37,174 | $167,307-77.8% | $143,757-74.1% | $134,475-72.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 23.48% | 0.46%+23.0pp | -0.04%+23.5pp | 417.96%-394.5pp |
| Employer contribution / active EE | $1,556 | $5,619-72.3% | $4,951-68.6% | $4,740-67.2% |
| Participant deferral / active EE | $970 | $6,446-84.9% | $5,637-82.8% | $6,400-84.8% |
| Admin fee / account holder | $227 | $18,088-98.7% | $14,673-98.5% | $11,426-98.0% |