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 | $91,710 | $181,894-49.6% | $156,549-41.4% | $273,961-66.5% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 10.80% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $4,056 | $6,248-35.1% | $5,501-26.3% | $4,869-16.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $294 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |