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 5-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 | $90,418 | $72,012+25.6% | $185,823-51.3% | $79,858+13.2% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $453 | $1,965-76.9% | $4,087-88.9% | $2,471-81.7% |
| Participant deferral / active EE | $859 | $3,779-77.3% | $5,632-84.8% | $3,740-77.0% |
| Admin fee / account holder | $11 | $4,513-99.8% | $9,500-99.9% | $5,306-99.8% |