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 | $63,182 | $152,587-58.6% | $125,175-49.5% | $152,861-58.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.29% | 54.84%-40.5pp | 43.79%-29.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,006 | $4,946-59.5% | $3,865-48.1% | $4,762-57.9% |
| Participant deferral / active EE | $753 | $5,868-87.2% | $4,937-84.7% | $5,850-87.1% |
| Admin fee / account holder | $5 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |