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 | $50,611 | $88,707-42.9% | $74,183-31.8% | $273,961-81.5% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 8.31% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $641 | $4,212-84.8% | $3,550-81.9% | $5,287-87.9% |
| Admin fee / account holder | $184 | $8,717-97.9% | $5,586-96.7% | $10,132-98.2% |