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 | $61,274 | $105,126-41.7% | $94,646-35.3% | $139,434-56.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.24% | 38.03%-9.8pp | 156.71%-128.5pp | 372.94%-344.7pp |
| Employer contribution / active EE | $606 | $4,106-85.2% | $3,672-83.5% | $4,751-87.2% |
| Participant deferral / active EE | $1,010 | $7,599-86.7% | $7,418-86.4% | $6,710-84.9% |
| Admin fee / account holder | $30 | $8,984-99.7% | $7,231-99.6% | $11,403-99.7% |