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 | $33,014 | $91,190-63.8% | $178,490-81.5% | $79,858-58.7% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 16.71% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,149 | $3,256-64.7% | $5,011-77.1% | $2,471-53.5% |
| Participant deferral / active EE | $769 | $3,236-76.3% | $5,202-85.2% | $3,740-79.5% |
| Admin fee / account holder | $131 | $6,751-98.1% | $13,984-99.1% | $5,306-97.5% |