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 | $41,489 | $167,307-75.2% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,952 | $5,619-65.3% | $4,951-60.6% | $4,740-58.8% |
| Participant deferral / active EE | $1,754 | $6,446-72.8% | $5,637-68.9% | $6,400-72.6% |
| Admin fee / account holder | $239 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |