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 | $20,629 | $92,222-77.6% | $76,768-73.1% | $135,375-84.8% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | 12.24% | 5.46%+6.8pp | 2.43%+9.8pp | 519.73%-507.5pp |
| Employer contribution / active EE | $1,071 | $3,216-66.7% | $2,485-56.9% | $4,779-77.6% |
| Participant deferral / active EE | $835 | $4,509-81.5% | $3,852-78.3% | $5,609-85.1% |
| Admin fee / account holder | $44 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |