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 | $36,632 | $115,882-68.4% | $100,516-63.6% | $158,922-76.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 13.65% | 34.79%-21.1pp | 30.89%-17.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $698 | $4,103-83.0% | $3,418-79.6% | $4,761-85.4% |
| Participant deferral / active EE | $490 | $6,674-92.7% | $6,270-92.2% | $5,982-91.8% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |