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 | $117,983-84.9% | $101,794-82.5% | $142,382-87.5% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 17.20% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $648 | $2,773-76.6% | $2,289-71.7% | $4,299-84.9% |
| Participant deferral / active EE | $1,046 | $4,714-77.8% | $4,084-74.4% | $6,507-83.9% |
| Admin fee / account holder | $88 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |