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 9-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 | $81,099 | $50,958+59.1% | $74,550+8.8% | $64,186+26.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -3.49% | -1.86%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $228 | $1,115-79.5% | $1,961-88.4% | $2,381-90.4% |
| Participant deferral / active EE | $952 | $2,301-58.6% | $3,108-69.4% | $3,470-72.6% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |