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 | $44,502 | $180,749-75.4% | $160,784-72.3% | $137,256-67.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 29.76% | 2234.46%-2204.7pp | 1803.92%-1774.2pp | 220.34%-190.6pp |
| Employer contribution / active EE | $572 | $4,155-86.2% | $3,733-84.7% | $4,156-86.2% |
| Participant deferral / active EE | $572 | $6,844-91.6% | $6,293-90.9% | $6,407-91.1% |
| Admin fee / account holder | $96 | $10,397-99.1% | $9,717-99.0% | $12,270-99.2% |