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 | $46,123 | $92,222-50.0% | $76,768-39.9% | $135,375-65.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.92% | 5.46%-8.4pp | 2.43%-5.3pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,732 | $3,216+16.1% | $2,485+50.2% | $4,779-21.9% |
| Participant deferral / active EE | $1,114 | $4,509-75.3% | $3,852-71.1% | $5,609-80.1% |
| Admin fee / account holder | $244 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |