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 | $193,079 | $167,484+15.3% | $151,611+27.4% | $134,475+43.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 216.41% | 7.80%+208.6pp | 3.33%+213.1pp | 417.96%-201.6pp |
| Employer contribution / active EE | $1,524 | $6,829-77.7% | $6,166-75.3% | $4,740-67.8% |
| Participant deferral / active EE | $2,396 | $8,986-73.3% | $8,363-71.4% | $6,400-62.6% |
| Admin fee / account holder | $76 | $13,783-99.5% | $11,616-99.3% | $11,426-99.3% |