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 | $102,656 | $162,781-36.9% | $133,956-23.4% | $158,922-35.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 60.87% | 41.94%+18.9pp | 45.09%+15.8pp | 302.83%-242.0pp |
| Employer contribution / active EE | $2,757 | $4,975-44.6% | $3,919-29.6% | $4,761-42.1% |
| Participant deferral / active EE | $1,753 | $5,911-70.3% | $5,048-65.3% | $5,982-70.7% |
| Admin fee / account holder | $21 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |