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 | $33,100 | $111,724-70.4% | $93,606-64.6% | $145,922-77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.34% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $714 | $3,090-76.9% | $2,420-70.5% | $4,660-84.7% |
| Participant deferral / active EE | $1,128 | $4,912-77.0% | $4,411-74.4% | $6,688-83.1% |
| Admin fee / account holder | $198 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |