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 7-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 | $35,962 | $197,591-81.8% | $177,821-79.8% | $158,922-77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.68% | 58.76%-49.1pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,333 | $6,697-65.2% | $5,918-60.6% | $4,761-51.0% |
| Participant deferral / active EE | $1,744 | $8,405-79.3% | $7,714-77.4% | $5,982-70.9% |
| Admin fee / account holder | $52 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |