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 4-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 | $13,780 | $106,584-87.1% | $101,326-86.4% | $142,382-90.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 14.63% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $853 | $3,956-78.4% | $3,665-76.7% | $4,299-80.2% |
| Participant deferral / active EE | $2,132 | $8,297-74.3% | $7,994-73.3% | $6,507-67.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |