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 | $77,890 | $95,193-18.2% | $76,523+1.8% | $135,375-42.5% |
| Participation rate | 93.3% | 74.4%+18.9pp | 68.0%+25.3pp | 82.6%+10.7pp |
| Annual return | 35.16% | 4.85%+30.3pp | -0.27%+35.4pp | 519.73%-484.6pp |
| Employer contribution / active EE | $260 | $3,302-92.1% | $2,647-90.2% | $4,779-94.6% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |