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 | $51,734 | $103,376-50.0% | $87,100-40.6% | $152,861-66.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.13% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,501 | $3,220+8.7% | $2,521+38.9% | $4,762-26.5% |
| Participant deferral / active EE | $1,225 | $4,778-74.4% | $4,049-69.7% | $5,850-79.1% |
| Admin fee / account holder | $266 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |