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 | $31,861 | $96,557-67.0% | $80,975-60.7% | $273,961-88.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.71% | 15.14%-8.4pp | 17.10%-10.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,563 | $4,868-67.9% | $3,714-57.9% | $4,869-67.9% |
| Participant deferral / active EE | $108 | $6,598-98.4% | $5,696-98.1% | $5,287-98.0% |
| Admin fee / account holder | $50 | $7,492-99.3% | $5,516-99.1% | $10,132-99.5% |