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 | $127,580 | $110,257+15.7% | $96,544+32.1% | $139,434-8.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 17.14% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,160 | $3,620-67.9% | $2,965-60.9% | $4,751-75.6% |
| Participant deferral / active EE | $1,334 | $5,548-76.0% | $4,851-72.5% | $6,710-80.1% |
| Admin fee / account holder | $25 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |