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 | $33,908 | $198,466-82.9% | $170,442-80.1% | $147,584-77.0% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 15.73% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,384 | $6,184-77.6% | $5,433-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $1,724 | $5,629-69.4% | $4,939-65.1% | $5,439-68.3% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |