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 | $27,545 | $75,828-63.7% | $147,614-81.3% | $59,632-53.8% |
| Participation rate | 78.7% | 71.6%+7.2pp | 84.6%-5.9pp | 68.7%+10.1pp |
| Annual return | -1.82% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,287 | $3,485-63.1% | $5,564-76.9% | $2,203-41.6% |
| Participant deferral / active EE | $618 | $3,130-80.3% | $4,895-87.4% | $3,192-80.6% |
| Admin fee / account holder | $189 | $5,985-96.9% | $11,611-98.4% | $4,297-95.6% |