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 | $150,994 | $85,790+76.0% | $67,313+124.3% | $135,375+11.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.51% | -0.54%-7.0pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,574 | $3,487+59.8% | $2,566+117.3% | $4,779+16.6% |
| Participant deferral / active EE | $748 | $4,651-83.9% | $3,568-79.0% | $5,609-86.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |