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 5-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 | $23,864 | $167,307-85.7% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | 912.09% | 0.46%+911.6pp | -0.04%+912.1pp | 417.96%+494.1pp |
| Employer contribution / active EE | $1,515 | $5,619-73.0% | $4,951-69.4% | $4,740-68.0% |
| Participant deferral / active EE | $1,886 | $6,446-70.7% | $5,637-66.5% | $6,400-70.5% |
| Admin fee / account holder | $245 | $18,088-98.6% | $14,673-98.3% | $11,426-97.9% |