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 7-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 | $17,729 | $159,934-88.9% | $147,005-87.9% | $145,959-87.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.90% | 98.24%-84.3pp | 418.76%-404.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,090 | $5,287-79.4% | $4,934-77.9% | $4,661-76.6% |
| Participant deferral / active EE | $1,706 | $8,427-79.8% | $8,070-78.9% | $6,689-74.5% |
| Admin fee / account holder | $72 | $15,053-99.5% | $13,006-99.4% | $13,398-99.5% |