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 | $25,436 | $56,897-55.3% | $84,750-70.0% | $62,891-59.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.25% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,380 | $2,400-0.8% | $3,574-33.4% | $2,281+4.4% |
| Participant deferral / active EE | $571 | $2,709-78.9% | $3,712-84.6% | $3,203-82.2% |
| Admin fee / account holder | $3 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |