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 | $21,283 | $57,065-62.7% | $75,670-71.9% | $70,131-69.7% |
| Participation rate | 98.8% | 68.1%+30.7pp | 72.3%+26.5pp | 69.5%+29.3pp |
| Annual return | 17.18% | 23.57%-6.4pp | 27.34%-10.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $889 | $1,817-51.1% | $2,352-62.2% | $2,342-62.1% |
| Participant deferral / active EE | $664 | $2,580-74.2% | $3,142-78.9% | $3,332-80.1% |
| Admin fee / account holder | $228 | $3,825-94.0% | $5,800-96.1% | $4,645-95.1% |