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 | $189,613-76.5% | $167,512-73.4% | $142,382-68.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 29.76% | 2024.68%-1994.9pp | 1615.79%-1586.0pp | 217.08%-187.3pp |
| Employer contribution / active EE | $572 | $4,349-86.8% | $3,882-85.3% | $4,299-86.7% |
| Participant deferral / active EE | $572 | $6,981-91.8% | $6,405-91.1% | $6,507-91.2% |
| Admin fee / account holder | $96 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |