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 | $239,831 | $209,411+14.5% | $178,490+34.4% | $158,922+50.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.67% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $8,125 | $5,706+42.4% | $5,011+62.2% | $4,761+70.7% |
| Participant deferral / active EE | $1,535 | $5,954-74.2% | $5,202-70.5% | $5,982-74.3% |
| Admin fee / account holder | $128 | $17,074-99.2% | $13,984-99.1% | $11,246-98.9% |