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 8-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 | $47,848 | $165,984-71.2% | $164,813-71.0% | $145,922-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.78% | 100.03%-86.3pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,079 | $5,273-60.6% | $4,341-52.1% | $4,660-55.4% |
| Participant deferral / active EE | $1,775 | $6,959-74.5% | $6,031-70.6% | $6,688-73.5% |
| Admin fee / account holder | $227 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |