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 | $76,590 | $107,934-29.0% | $91,989-16.7% | $152,861-49.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 25.29% | 89.24%-64.0pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $606 | $4,210-85.6% | $3,452-82.4% | $4,762-87.3% |
| Participant deferral / active EE | $1,212 | $6,364-81.0% | $5,923-79.5% | $5,850-79.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |