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 | $34,954 | $76,552-54.3% | $123,892-71.8% | $62,891-44.4% |
| Participation rate | 90.3% | 73.0%+17.3pp | 81.4%+8.9pp | 69.3%+21.0pp |
| Annual return | 7.03% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $488 | $2,883-83.1% | $4,617-89.4% | $2,281-78.6% |
| Participant deferral / active EE | $1,481 | $4,840-69.4% | $5,984-75.2% | $3,203-53.8% |
| Admin fee / account holder | $24 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |