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 10-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 | $150,488 | $90,503+66.3% | $78,689+91.2% | $273,961-45.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.21% | 75.60%-61.4pp | 62.18%-48.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $4,753 | $3,176+49.6% | $2,851+66.7% | $4,869-2.4% |
| Participant deferral / active EE | $457 | $3,901-88.3% | $3,517-87.0% | $5,287-91.4% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |