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 | $170,598 | $201,272-15.2% | $184,203-7.4% | $145,922+16.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.14% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,035 | $7,022-71.0% | $6,427-68.3% | $4,660-56.3% |
| Participant deferral / active EE | $2,807 | $9,806-71.4% | $9,131-69.3% | $6,688-58.0% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |