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 | $80,924 | $198,466-59.2% | $170,442-52.5% | $147,584-45.2% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.33% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $19,600 | $6,184+217.0% | $5,433+260.8% | $4,876+301.9% |
| Participant deferral / active EE | $635 | $5,629-88.7% | $4,939-87.1% | $5,439-88.3% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |