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 | $17,495 | $95,862-81.7% | $79,550-78.0% | $134,475-87.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 69.5%+18.7pp | 81.2%+7.0pp |
| Annual return | -5.05% | -2.69%-2.4pp | 0.16%-5.2pp | 417.96%-423.0pp |
| Employer contribution / active EE | $2,552 | $3,128-18.4% | $2,413+5.7% | $4,740-46.2% |
| Participant deferral / active EE | $540 | $4,693-88.5% | $3,985-86.4% | $6,400-91.6% |
| Admin fee / account holder | $80 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |