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 | $57,974 | $99,985-42.0% | $146,665-60.5% | $85,850-32.5% |
| Participation rate | 96.8% | 73.1%+23.7pp | 80.1%+16.7pp | 69.3%+27.5pp |
| Annual return | 48.69% | 18.93%+29.8pp | 22.74%+25.9pp | 318.53%-269.8pp |
| Employer contribution / active EE | $2,419 | $2,559-5.4% | $4,136-41.5% | $2,565-5.7% |
| Participant deferral / active EE | $1,664 | $4,006-58.5% | $5,506-69.8% | $3,952-57.9% |
| Admin fee / account holder | $242 | $7,702-96.9% | $10,280-97.6% | $6,260-96.1% |