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 7-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 | $46,001 | $131,829-65.1% | $108,579-57.6% | $273,961-83.2% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 3.29% | -91.57%+94.9pp | -51.70%+55.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $6,120 | $4,912+24.6% | $3,758+62.9% | $4,869+25.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |