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 5-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 | $15,533 | $51,576-69.9% | $129,207-88.0% | $80,856-80.8% |
| Participation rate | 79.4% | 57.0%+22.4pp | 69.6%+9.8pp | 67.6%+11.7pp |
| Annual return | 13.59% | 20.81%-7.2pp | 9417.33%-9403.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,397 | $1,584+240.8% | $4,153+29.9% | $2,755+95.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $165 | $4,305-96.2% | $7,715-97.9% | $6,918-97.6% |