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 | $40,561 | $157,256-74.2% | $141,162-71.3% | $152,861-73.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.39% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,127 | $5,261-78.6% | $4,735-76.2% | $4,762-76.3% |
| Participant deferral / active EE | $1,595 | $7,109-77.6% | $6,709-76.2% | $5,850-72.7% |
| Admin fee / account holder | $59 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |