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 | $42,800 | $176,056-75.7% | $159,436-73.2% | $167,490-74.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.08% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,944 | $5,297-63.3% | $4,829-59.7% | $4,837-59.8% |
| Participant deferral / active EE | $1,654 | $7,750-78.7% | $7,352-77.5% | $6,341-73.9% |
| Admin fee / account holder | $102 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |