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 | $26,428 | $58,828-55.1% | $77,999-66.1% | $62,891-58.0% |
| Participation rate | 71.1% | 71.1%0pp | 75.5%-4.5pp | 69.3%+1.7pp |
| Annual return | 9.62% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,031 | $2,686-61.6% | $3,497-70.5% | $3,203-67.8% |
| Admin fee / account holder | $155 | $4,393-96.5% | $5,480-97.2% | $4,296-96.4% |