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 | $33,212 | $111,301-70.2% | $112,977-70.6% | $158,922-79.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 20.09% | 26.40%-6.3pp | 24.24%-4.1pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,996 | $4,471-33.0% | $4,255-29.6% | $4,761-37.1% |
| Participant deferral / active EE | $960 | $5,880-83.7% | $5,836-83.5% | $5,982-84.0% |
| Admin fee / account holder | $20 | $8,392-99.8% | $6,294-99.7% | $11,246-99.8% |