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 10-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 | $49,948 | $172,111-71.0% | $150,298-66.8% | $137,256-63.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.26% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,027 | $4,636-77.9% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,259 | $6,166-79.6% | $5,453-76.9% | $6,407-80.4% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |