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 | $46,171 | $228,332-79.8% | $185,823-75.2% | $158,922-70.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.36% | 40.80%-25.4pp | 35.95%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,545 | $4,967-8.5% | $4,087+11.2% | $4,761-4.5% |
| Participant deferral / active EE | $900 | $6,415-86.0% | $5,632-84.0% | $5,982-85.0% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |