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 | $22,542 | $64,348-65.0% | $90,160-75.0% | $70,131-67.9% |
| Participation rate | 98.1% | 70.4%+27.7pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 15.85% | 28.13%-12.3pp | 34.88%-19.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,576 | $2,046-22.9% | $3,318-52.5% | $2,342-32.7% |
| Participant deferral / active EE | $1,698 | $4,389-61.3% | $5,288-67.9% | $3,332-49.0% |
| Admin fee / account holder | $277 | $3,944-93.0% | $5,943-95.3% | $4,645-94.0% |