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 | $158,877 | $171,164-7.2% | $127,761+24.4% | $152,861+3.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.0%+11.0pp | 82.4%+7.6pp |
| Annual return | 14.15% | 23.54%-9.4pp | 26.14%-12.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $5,359 | $5,447-1.6% | $4,574+17.2% | $4,762+12.5% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |