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 8-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 | $11,223 | $95,266-88.2% | $82,389-86.4% | $142,382-92.1% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.5%+11.4pp | 80.1%+0.8pp |
| Annual return | 0.00% | 25.74%-25.7pp | 28.67%-28.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,027 | $4,809-78.7% | $4,155-75.3% | $6,507-84.2% |
| Admin fee / account holder | $13 | $8,563-99.9% | $7,231-99.8% | $12,624-99.9% |