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 | $39,814 | $197,591-79.9% | $177,821-77.6% | $158,922-74.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 13.34% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,369 | $6,697-64.6% | $5,918-60.0% | $4,761-50.2% |
| Participant deferral / active EE | $2,369 | $8,405-71.8% | $7,714-69.3% | $5,982-60.4% |
| Admin fee / account holder | $254 | $15,399-98.4% | $12,427-98.0% | $11,246-97.7% |