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 5-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 | $26,723 | $214,378-87.5% | $200,582-86.7% | $142,382-81.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.28% | 46.41%-32.1pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,799 | $6,841-73.7% | $6,419-72.0% | $4,299-58.2% |
| Participant deferral / active EE | $2,139 | $9,865-78.3% | $9,331-77.1% | $6,507-67.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |