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 | $32,948 | $72,277-54.4% | $101,248-67.5% | $79,858-58.7% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 16.14% | 22.30%-6.2pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,142 | $2,692-20.4% | $3,660-41.5% | $2,471-13.3% |
| Participant deferral / active EE | $452 | $3,282-86.2% | $4,370-89.7% | $3,740-87.9% |
| Admin fee / account holder | $145 | $4,400-96.7% | $5,945-97.6% | $5,306-97.3% |