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 | $78,524 | $135,952-42.2% | $123,892-36.6% | $273,961-71.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.82% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,187 | $5,170-77.0% | $4,617-74.3% | $4,869-75.6% |
| Participant deferral / active EE | $686 | $6,343-89.2% | $5,984-88.5% | $5,287-87.0% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |