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 7-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 | $24,404 | $106,515-77.1% | $96,683-74.8% | $139,434-82.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.38% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $8,384 | $4,103+104.3% | $3,737+124.4% | $4,751+76.5% |
| Participant deferral / active EE | $1,118 | $5,454-79.5% | $4,878-77.1% | $6,710-83.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |