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 | $49,589 | $115,882-57.2% | $100,516-50.7% | $158,922-68.8% |
| Participation rate | 72.2% | 81.6%-9.3pp | 79.4%-7.2pp | 82.0%-9.7pp |
| Annual return | 26.27% | 34.79%-8.5pp | 30.89%-4.6pp | 302.83%-276.6pp |
| Employer contribution / active EE | $731 | $4,103-82.2% | $3,418-78.6% | $4,761-84.7% |
| Participant deferral / active EE | $1,671 | $6,674-75.0% | $6,270-73.3% | $5,982-72.1% |
| Admin fee / account holder | $11 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |