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 | $37,486 | $65,409-42.7% | $98,442-61.9% | $85,850-56.3% |
| Participation rate | 78.0% | 65.0%+13.1pp | 73.3%+4.7pp | 69.3%+8.7pp |
| Annual return | 12.73% | 21.76%-9.0pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,503 | $2,168+15.4% | $2,960-15.4% | $2,565-2.4% |
| Participant deferral / active EE | $141 | $3,166-95.6% | $4,276-96.7% | $3,952-96.4% |
| Admin fee / account holder | $93 | $4,593-98.0% | $5,949-98.4% | $6,260-98.5% |