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 6-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 | $112,526 | $140,940-20.2% | $112,229+0.3% | $139,434-19.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.59% | 32.71%-22.1pp | 30.20%-19.6pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,594 | $4,283-62.8% | $3,430-53.5% | $4,751-66.4% |
| Participant deferral / active EE | $1,407 | $5,874-76.1% | $4,798-70.7% | $6,710-79.0% |
| Admin fee / account holder | $119 | $9,954-98.8% | $7,748-98.5% | $11,403-99.0% |