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 | $12,640 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 71.2% | 66.4%+4.8pp | 77.8%-6.6pp | 68.1%+3.1pp |
| Annual return | 13.62% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $344 | $2,614-86.9% | $4,154-91.7% | $2,551-86.5% |
| Participant deferral / active EE | $487 | $3,214-84.8% | $5,453-91.1% | $4,139-88.2% |
| Admin fee / account holder | $249 | $6,352-96.1% | $14,116-98.2% | $7,234-96.6% |