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 | $15,156 | $76,000-80.1% | $154,107-90.2% | $64,186-76.4% |
| Participation rate | 72.1% | 70.4%+1.7pp | 83.0%-10.9pp | 69.6%+2.5pp |
| Annual return | -3.99% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $469 | $3,351-86.0% | $5,298-91.1% | $2,381-80.3% |
| Participant deferral / active EE | $825 | $3,175-74.0% | $5,081-83.8% | $3,470-76.2% |
| Admin fee / account holder | $207 | $5,596-96.3% | $13,411-98.5% | $4,888-95.8% |