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 | $105,692 | $167,484-36.9% | $151,611-30.3% | $134,475-21.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 10.51% | 7.80%+2.7pp | 3.33%+7.2pp | 417.96%-407.5pp |
| Employer contribution / active EE | $1,785 | $6,829-73.9% | $6,166-71.1% | $4,740-62.3% |
| Participant deferral / active EE | $2,199 | $8,986-75.5% | $8,363-73.7% | $6,400-65.6% |
| Admin fee / account holder | $23 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |