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 | $21,583 | $177,572-87.8% | $154,803-86.1% | $142,382-84.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,376 | $4,810-71.4% | $4,305-68.0% | $4,299-68.0% |
| Participant deferral / active EE | $1,693 | $6,272-73.0% | $5,540-69.4% | $6,507-74.0% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |