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 | $22,978 | $63,355-63.7% | $91,989-75.0% | $72,985-68.5% |
| Participation rate | 70.9% | 72.5%-1.6pp | 78.6%-7.7pp | 69.5%+1.4pp |
| Annual return | 23.22% | 35.35%-12.1pp | 69.02%-45.8pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,173 | $2,116-44.6% | $3,452-66.0% | $2,440-51.9% |
| Participant deferral / active EE | $1,712 | $4,883-64.9% | $5,923-71.1% | $3,607-52.5% |
| Admin fee / account holder | $130 | $4,668-97.2% | $7,743-98.3% | $5,124-97.5% |