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 | $72,521 | $107,015-32.2% | $73,545-1.4% | $147,584-50.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 24.55% | 38.25%-13.7pp | -15.16%+39.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,000 | $1,760+13.6% | $1,219+64.1% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |