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 | $20,456 | $148,534-86.2% | $135,903-84.9% | $139,434-85.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.49% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,167 | $5,243-58.7% | $4,856-55.4% | $4,751-54.4% |
| Participant deferral / active EE | $1,733 | $8,100-78.6% | $7,758-77.7% | $6,710-74.2% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |