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 | $6,595 | $100,773-93.5% | $88,946-92.6% | $142,382-95.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 21.98% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $667 | $2,918-77.1% | $2,555-73.9% | $4,299-84.5% |
| Participant deferral / active EE | $854 | $5,230-83.7% | $4,581-81.4% | $6,507-86.9% |
| Admin fee / account holder | $18 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |