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 | $47,524 | $113,935-58.3% | $94,224-49.6% | $125,391-62.1% |
| Participation rate | 72.2% | 82.9%-10.7pp | 78.8%-6.5pp | 83.2%-11.0pp |
| Annual return | -2.33% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $521 | $5,179-89.9% | $4,320-87.9% | $5,352-90.3% |
| Admin fee / account holder | $52 | $8,391-99.4% | $6,269-99.2% | $9,540-99.5% |