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 | $27,586 | $105,859-73.9% | $90,160-69.4% | $147,584-81.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.05% | 37.63%-21.6pp | 34.88%-18.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,307 | $4,126-44.1% | $3,318-30.5% | $4,876-52.7% |
| Participant deferral / active EE | $1,484 | $5,733-74.1% | $5,288-71.9% | $5,439-72.7% |
| Admin fee / account holder | $68 | $8,046-99.2% | $5,943-98.9% | $10,885-99.4% |