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 | $25,455 | $159,602-84.1% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 18.48% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,586 | $4,961-68.0% | $4,693-66.2% | $4,299-63.1% |
| Participant deferral / active EE | $2,321 | $8,310-72.1% | $7,997-71.0% | $6,507-64.3% |
| Admin fee / account holder | $264 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |