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 | $37,478 | $77,813-51.8% | $123,544-69.7% | $64,186-41.6% |
| Participation rate | 79.2% | 74.7%+4.5pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -4.81% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,525 | $3,014-49.4% | $4,628-67.0% | $2,381-35.9% |
| Participant deferral / active EE | $2,109 | $5,240-59.8% | $6,426-67.2% | $3,470-39.2% |
| Admin fee / account holder | $187 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |