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 | $12,031 | $117,983-89.8% | $101,794-88.2% | $142,382-91.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.26% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $516 | $2,773-81.4% | $2,289-77.4% | $4,299-88.0% |
| Participant deferral / active EE | $923 | $4,714-80.4% | $4,084-77.4% | $6,507-85.8% |
| Admin fee / account holder | $258 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |