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 | $22,554 | $104,251-78.4% | $91,001-75.2% | $147,584-84.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 13.39% | 27.06%-13.7pp | 4.60%+8.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $749 | $3,116-76.0% | $2,456-69.5% | $4,876-84.6% |
| Participant deferral / active EE | $863 | $4,195-79.4% | $3,547-75.7% | $5,439-84.1% |
| Admin fee / account holder | $270 | $8,948-97.0% | $5,417-95.0% | $10,885-97.5% |