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 | $31,514 | $72,177-56.3% | $115,037-72.6% | $59,632-47.2% |
| Participation rate | 75.9% | 72.6%+3.3pp | 81.4%-5.5pp | 68.7%+7.2pp |
| Annual return | -2.05% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $745 | $2,841-73.8% | $4,608-83.8% | $2,203-66.2% |
| Participant deferral / active EE | $1,640 | $4,783-65.7% | $6,026-72.8% | $3,192-48.6% |
| Admin fee / account holder | $20 | $4,927-99.6% | $8,175-99.8% | $4,297-99.5% |