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 9-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 | $77,049 | $98,750-22.0% | $149,696-48.5% | $79,858-3.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 14.31% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $681 | $3,216-78.8% | $4,644-85.3% | $2,471-72.4% |
| Participant deferral / active EE | $1,945 | $5,680-65.8% | $6,842-71.6% | $3,740-48.0% |
| Admin fee / account holder | $206 | $6,053-96.6% | $9,309-97.8% | $5,306-96.1% |