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 | $44,114 | $64,839-32.0% | $95,585-53.8% | $84,808-48.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 40.49% | -670.96%+711.4pp | 38.56%+1.9pp | 40.90%-0.4pp |
| Employer contribution / active EE | $4,133 | $1,759+135.0% | $2,527+63.6% | $2,631+57.1% |
| Participant deferral / active EE | $696 | $2,965-76.5% | $4,023-82.7% | $4,212-83.5% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |