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 | $50,778 | $107,334-52.7% | $92,893-45.3% | $152,861-66.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 16.97% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $13,231 | $4,221+213.5% | $3,653+262.2% | $4,762+177.8% |
| Participant deferral / active EE | $981 | $4,845-79.8% | $4,236-76.8% | $5,850-83.2% |
| Admin fee / account holder | $264 | $7,079-96.3% | $5,794-95.4% | $11,596-97.7% |