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 | $44,153 | $78,694-43.9% | $67,652-34.7% | $125,391-64.8% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -1.64% | 9.46%-11.1pp | 6625.04%-6626.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $464 | $3,044-84.7% | $2,266-79.5% | $4,866-90.5% |
| Participant deferral / active EE | $1,173 | $4,292-72.7% | $3,560-67.1% | $5,352-78.1% |
| Admin fee / account holder | $11 | $7,403-99.8% | $4,821-99.8% | $9,540-99.9% |