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 | $17,802 | $154,228-88.5% | $145,433-87.8% | $137,256-87.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.80% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $968 | $4,804-79.9% | $4,554-78.8% | $4,156-76.7% |
| Participant deferral / active EE | $1,849 | $8,216-77.5% | $7,897-76.6% | $6,407-71.1% |
| Admin fee / account holder | $36 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |