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 | $141,846 | $159,602-11.1% | $150,045-5.5% | $142,382-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.04% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,044 | $4,961-58.8% | $4,693-56.5% | $4,299-52.5% |
| Participant deferral / active EE | $2,422 | $8,310-70.9% | $7,997-69.7% | $6,507-62.8% |
| Admin fee / account holder | $58 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |