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 | $68,447 | $209,411-67.3% | $178,490-61.7% | $158,922-56.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.99% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,113 | $5,706-45.5% | $5,011-37.9% | $4,761-34.6% |
| Participant deferral / active EE | $613 | $5,954-89.7% | $5,202-88.2% | $5,982-89.8% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |