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 | $140,609 | $167,484-16.0% | $151,611-7.3% | $134,475+4.6% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -7.02% | 7.80%-14.8pp | 3.33%-10.4pp | 417.96%-425.0pp |
| Employer contribution / active EE | $1,772 | $6,829-74.1% | $6,166-71.3% | $4,740-62.6% |
| Participant deferral / active EE | $2,883 | $8,986-67.9% | $8,363-65.5% | $6,400-55.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |