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 | $30,954 | $72,114-57.1% | $108,745-71.5% | $62,891-50.8% |
| Participation rate | 80.0% | 74.6%+5.4pp | 77.7%+2.3pp | 69.3%+10.7pp |
| Annual return | 6.25% | 13.41%-7.2pp | 46.22%-40.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,332 | $4,044-67.1% | $5,121-74.0% | $3,203-58.4% |
| Admin fee / account holder | $96 | $4,608-97.9% | $6,144-98.4% | $4,296-97.8% |