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 | $73,393 | $135,952-46.0% | $123,892-40.8% | $273,961-73.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.43% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $915 | $5,170-82.3% | $4,617-80.2% | $4,869-81.2% |
| Participant deferral / active EE | $1,704 | $6,343-73.1% | $5,984-71.5% | $5,287-67.8% |
| Admin fee / account holder | $213 | $9,817-97.8% | $8,357-97.4% | $10,132-97.9% |