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 | $78,156 | $89,355-12.5% | $141,162-44.6% | $72,985+7.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 25.53% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $9,590 | $3,114+207.9% | $4,735+102.5% | $2,440+293.1% |
| Participant deferral / active EE | $1,127 | $5,418-79.2% | $6,709-83.2% | $3,607-68.8% |
| Admin fee / account holder | $77 | $5,958-98.7% | $10,261-99.3% | $5,124-98.5% |