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 | $96,113 | $135,952-29.3% | $123,892-22.4% | $273,961-64.9% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 4.84% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,144 | $5,170-77.9% | $4,617-75.2% | $4,869-76.5% |
| Participant deferral / active EE | $1,764 | $6,343-72.2% | $5,984-70.5% | $5,287-66.6% |
| Admin fee / account holder | $54 | $9,817-99.4% | $8,357-99.4% | $10,132-99.5% |