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 | $41,094 | $100,970-59.3% | $96,576-57.4% | $137,256-70.1% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 17.73% | 38.16%-20.4pp | 38.47%-20.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $64 | $3,809-98.3% | $3,553-98.2% | $4,156-98.5% |
| Participant deferral / active EE | $127 | $8,286-98.5% | $7,956-98.4% | $6,407-98.0% |
| Admin fee / account holder | $6 | $11,312-99.9% | $11,381-99.9% | $12,270-100.0% |