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 | $13,738 | $47,977-71.4% | $154,107-91.1% | $56,287-75.6% |
| Participation rate | 80.2% | 66.2%+14.0pp | 83.0%-2.8pp | 69.9%+10.3pp |
| Annual return | -6.81% | 3.54%-10.4pp | 735.12%-741.9pp | -9.96%+3.1pp |
| Employer contribution / active EE | $4,950 | $2,169+128.3% | $5,298-6.6% | $2,111+134.5% |
| Participant deferral / active EE | $708 | $2,392-70.4% | $5,081-86.1% | $3,350-78.9% |
| Admin fee / account holder | $255 | $438-41.8% | $13,411-98.1% | $521-51.0% |