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 | $42,740 | $165,335-74.1% | $149,696-71.4% | $158,922-73.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.27% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,217 | $5,103-76.2% | $4,644-73.8% | $4,761-74.4% |
| Participant deferral / active EE | $1,217 | $7,181-83.1% | $6,842-82.2% | $5,982-79.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |