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 | $18,852 | $77,634-75.7% | $156,549-88.0% | $62,891-70.0% |
| Participation rate | 74.1% | 71.2%+2.9pp | 84.0%-9.9pp | 69.3%+4.8pp |
| Annual return | 4.88% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,045 | $3,444-69.7% | $5,501-81.0% | $2,281-54.2% |
| Participant deferral / active EE | $524 | $3,045-82.8% | $4,871-89.2% | $3,203-83.6% |
| Admin fee / account holder | $167 | $5,561-97.0% | $13,027-98.7% | $4,296-96.1% |