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 8-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 | $19,546 | $159,901-87.8% | $146,958-86.7% | $145,922-86.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.59% | 98.13%-84.5pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,039 | $5,286-61.4% | $4,933-58.7% | $4,660-56.2% |
| Participant deferral / active EE | $2,510 | $8,428-70.2% | $8,070-68.9% | $6,688-62.5% |
| Admin fee / account holder | $77 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |