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 6-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 | $17,794 | $112,729-84.2% | $98,716-82.0% | $137,256-87.0% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 17.20% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $648 | $2,725-76.2% | $2,279-71.6% | $4,156-84.4% |
| Participant deferral / active EE | $1,046 | $4,640-77.5% | $4,048-74.2% | $6,407-83.7% |
| Admin fee / account holder | $88 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |