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 | $20,852 | $43,327-51.9% | $59,878-65.2% | $64,186-67.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.22% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $804 | $2,028-60.4% | $2,722-70.5% | $2,381-66.2% |
| Participant deferral / active EE | $603 | $2,546-76.3% | $3,402-82.3% | $3,470-82.6% |
| Admin fee / account holder | $32 | $3,005-98.9% | $3,590-99.1% | $4,888-99.3% |