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 | $59,928 | $131,829-54.5% | $108,579-44.8% | $273,961-78.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 11.20% | -91.57%+102.8pp | -51.70%+62.9pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,316 | $4,912-73.2% | $3,758-65.0% | $4,869-73.0% |
| Participant deferral / active EE | $1,389 | $5,127-72.9% | $4,311-67.8% | $5,287-73.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |