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 6-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 | $60,276 | $103,376-41.7% | $87,100-30.8% | $152,861-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.50% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $699 | $3,220-78.3% | $2,521-72.3% | $4,762-85.3% |
| Participant deferral / active EE | $1,446 | $4,778-69.7% | $4,049-64.3% | $5,850-75.3% |
| Admin fee / account holder | $36 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |