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 | $27,460 | $102,616-73.2% | $81,983-66.5% | $158,922-82.7% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 14.67% | 61.04%-46.4pp | 41.31%-26.6pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,542 | $3,240-52.4% | $2,498-38.3% | $4,761-67.6% |
| Participant deferral / active EE | $695 | $4,648-85.0% | $3,722-81.3% | $5,982-88.4% |
| Admin fee / account holder | $136 | $8,235-98.3% | $5,664-97.6% | $11,246-98.8% |