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 | $42,743 | $93,346-54.2% | $71,796-40.5% | $273,961-84.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.03% | 130.39%-122.4pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $530 | $2,733-80.6% | $1,924-72.5% | $4,869-89.1% |
| Participant deferral / active EE | $308 | $3,475-91.1% | $2,794-89.0% | $5,287-94.2% |
| Admin fee / account holder | $300 | $6,571-95.4% | $4,815-93.8% | $10,132-97.0% |