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 | $29,087 | $103,376-71.9% | $87,100-66.6% | $152,861-81.0% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 11.45% | 28.10%-16.6pp | 28.19%-16.7pp | 345.32%-333.9pp |
| Employer contribution / active EE | $8,666 | $3,220+169.1% | $2,521+243.7% | $4,762+82.0% |
| Participant deferral / active EE | $244 | $4,778-94.9% | $4,049-94.0% | $5,850-95.8% |
| Admin fee / account holder | $84 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |