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 | $100,970-86.4% | $96,576-85.7% | $137,256-90.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 14.63% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $853 | $3,809-77.6% | $3,553-76.0% | $4,156-79.5% |
| Participant deferral / active EE | $2,132 | $8,286-74.3% | $7,956-73.2% | $6,407-66.7% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |