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 | $17,598 | $95,971-81.7% | $74,550-76.4% | $135,375-87.0% |
| Participation rate | 95.2% | 75.7%+19.6pp | 69.1%+26.1pp | 82.6%+12.6pp |
| Annual return | -8.77% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $428 | $2,716-84.2% | $1,961-78.1% | $4,779-91.0% |
| Participant deferral / active EE | $434 | $3,843-88.7% | $3,108-86.0% | $5,609-92.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |