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 3-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 | $11,323 | $106,584-89.4% | $101,326-88.8% | $142,382-92.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.36% | 36.93%-13.6pp | 36.82%-13.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,581 | $3,956-60.0% | $3,665-56.9% | $4,299-63.2% |
| Participant deferral / active EE | $1,770 | $8,297-78.7% | $7,994-77.9% | $6,507-72.8% |
| Admin fee / account holder | $1 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |