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 | $29,942 | $65,365-54.2% | $92,893-67.8% | $72,985-59.0% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 21.45% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.5pp |
| Employer contribution / active EE | $6,442 | $2,594+148.3% | $3,653+76.4% | $2,440+164.0% |
| Participant deferral / active EE | $554 | $3,128-82.3% | $4,236-86.9% | $3,607-84.6% |
| Admin fee / account holder | $223 | $4,251-94.8% | $5,794-96.1% | $5,124-95.6% |