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 | $49,942 | $104,251-52.1% | $91,001-45.1% | $147,584-66.2% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 12.75% | 27.06%-14.3pp | 4.60%+8.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,129 | $3,116-63.8% | $2,456-54.0% | $4,876-76.9% |
| Participant deferral / active EE | $759 | $4,195-81.9% | $3,547-78.6% | $5,439-86.0% |
| Admin fee / account holder | $7 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |