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 5-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 | $26,701 | $214,378-87.5% | $200,582-86.7% | $142,382-81.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 19.79% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,823 | $6,841-73.4% | $6,419-71.6% | $4,299-57.6% |
| Participant deferral / active EE | $2,684 | $9,865-72.8% | $9,331-71.2% | $6,507-58.8% |
| Admin fee / account holder | $191 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |