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 3-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 | $24,120 | $133,922-82.0% | $116,228-79.2% | $142,382-83.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.06% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $997 | $3,446-71.1% | $2,994-66.7% | $4,299-76.8% |
| Participant deferral / active EE | $1,534 | $5,672-73.0% | $4,953-69.0% | $6,507-76.4% |
| Admin fee / account holder | $217 | $14,945-98.5% | $11,989-98.2% | $12,624-98.3% |