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 | $117,379 | $162,781-27.9% | $133,956-12.4% | $158,922-26.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 22.60% | 41.94%-19.3pp | 45.09%-22.5pp | 302.83%-280.2pp |
| Employer contribution / active EE | $974 | $4,975-80.4% | $3,919-75.1% | $4,761-79.5% |
| Participant deferral / active EE | $1,226 | $5,911-79.3% | $5,048-75.7% | $5,982-79.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |