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 | $20,699 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.52% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,388 | $5,243-73.5% | $4,856-71.4% | $4,751-70.8% |
| Participant deferral / active EE | $1,474 | $8,100-81.8% | $7,758-81.0% | $6,710-78.0% |
| Admin fee / account holder | $115 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |