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 | $27,939 | $67,606-58.7% | $82,313-66.1% | $70,131-60.2% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+14.9pp | 69.5%+22.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $483 | $1,755-72.5% | $2,428-80.1% | $2,342-79.4% |
| Participant deferral / active EE | $1,235 | $2,987-58.7% | $3,706-66.7% | $3,332-62.9% |
| Admin fee / account holder | $67 | $4,512-98.5% | $5,608-98.8% | $4,645-98.6% |