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 | $12,348 | $99,877-87.6% | $84,966-85.5% | $145,922-91.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.84% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $523 | $3,231-83.8% | $2,727-80.8% | $4,660-88.8% |
| Participant deferral / active EE | $523 | $5,291-90.1% | $4,519-88.4% | $6,688-92.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |