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 | $42,298 | $115,882-63.5% | $100,516-57.9% | $158,922-73.4% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 17.16% | 34.79%-17.6pp | 30.89%-13.7pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,474 | $4,103-15.3% | $3,418+1.7% | $4,761-27.0% |
| Participant deferral / active EE | $669 | $6,674-90.0% | $6,270-89.3% | $5,982-88.8% |
| Admin fee / account holder | $190 | $10,995-98.3% | $8,081-97.6% | $11,246-98.3% |