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 | $51,724 | $168,632-69.3% | $147,614-65.0% | $125,391-58.7% |
| Participation rate | 93.8% | 88.8%+5.0pp | 84.6%+9.1pp | 83.2%+10.6pp |
| Annual return | -0.58% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,290 | $6,252-63.4% | $5,564-58.8% | $4,866-52.9% |
| Participant deferral / active EE | $1,614 | $5,507-70.7% | $4,895-67.0% | $5,352-69.8% |
| Admin fee / account holder | $287 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |