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 | $7,886 | $45,863-82.8% | $77,024-89.8% | $68,494-88.5% |
| Participation rate | 73.1% | 55.9%+17.2pp | 67.9%+5.2pp | 67.9%+5.2pp |
| Annual return | 7.01% | 1.72%+5.3pp | 42.32%-35.3pp | -7.84%+14.8pp |
| Employer contribution / active EE | $445 | $1,650-73.0% | $2,812-84.2% | $2,596-82.9% |
| Participant deferral / active EE | $715 | $2,962-75.8% | $4,426-83.8% | $4,027-82.2% |
| Admin fee / account holder | $16 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |