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 | $53,259 | $95,193-44.1% | $76,523-30.4% | $135,375-60.7% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | 25.35% | 4.85%+20.5pp | -0.27%+25.6pp | 519.73%-494.4pp |
| Employer contribution / active EE | $155 | $3,302-95.3% | $2,647-94.1% | $4,779-96.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4 | $6,249-99.9% | $4,848-99.9% | $10,827-100.0% |