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 | $22,897 | $114,237-80.0% | $119,258-80.8% | $167,490-86.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.33% | 29.87%-17.5pp | 30.69%-18.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,482 | $4,481-66.9% | $4,384-66.2% | $4,837-69.4% |
| Participant deferral / active EE | $2,026 | $6,084-66.7% | $6,111-66.8% | $6,341-68.1% |
| Admin fee / account holder | $208 | $8,932-97.7% | $7,226-97.1% | $12,309-98.3% |