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 | $47,868 | $111,754-57.2% | $103,333-53.7% | $145,922-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $10,176 | $4,212+141.6% | $3,868+163.1% | $4,660+118.4% |
| Participant deferral / active EE | $208 | $5,619-96.3% | $5,057-95.9% | $6,688-96.9% |
| Admin fee / account holder | $102 | $9,750-99.0% | $8,355-98.8% | $13,397-99.2% |