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 8-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 | $16,095 | $100,773-84.0% | $88,946-81.9% | $142,382-88.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 18.00% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $390 | $2,918-86.6% | $2,555-84.7% | $4,299-90.9% |
| Participant deferral / active EE | $390 | $5,230-92.5% | $4,581-91.5% | $6,507-94.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |