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 | $25,112 | $133,958-81.3% | $112,228-77.6% | $134,475-81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.57% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,997 | $4,038-25.8% | $3,635-17.5% | $4,740-36.8% |
| Participant deferral / active EE | $965 | $5,291-81.8% | $4,728-79.6% | $6,400-84.9% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |