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 | $126,240 | $181,894-30.6% | $156,549-19.4% | $273,961-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,500 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $867 | $5,550-84.4% | $4,871-82.2% | $5,287-83.6% |
| Admin fee / account holder | $107 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |