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 9-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 | $25,940 | $165,984-84.4% | $164,813-84.3% | $145,922-82.2% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.6%-0.3pp | 80.3%-2.0pp |
| Annual return | 20.31% | 100.03%-79.7pp | 69.93%-49.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,175 | $5,273-77.7% | $4,341-72.9% | $4,660-74.8% |
| Participant deferral / active EE | $1,735 | $6,959-75.1% | $6,031-71.2% | $6,688-74.1% |
| Admin fee / account holder | $8 | $16,648-100.0% | $12,690-99.9% | $13,397-99.9% |