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 | $34,538 | $132,239-73.9% | $105,722-67.3% | $273,961-87.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.96% | 10.07%-4.1pp | 12.25%-6.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,103 | $4,867-77.3% | $4,079-73.0% | $4,869-77.4% |
| Participant deferral / active EE | $1,228 | $6,233-80.3% | $5,326-76.9% | $5,287-76.8% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |