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 | $22,736 | $49,227-53.8% | $70,449-67.7% | $79,858-71.5% |
| Participation rate | 78.5% | 69.2%+9.3pp | 75.1%+3.4pp | 69.6%+8.8pp |
| Annual return | 14.36% | 30.06%-15.7pp | 109.03%-94.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $614 | $2,099-70.8% | $2,737-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $782 | $2,768-71.8% | $3,709-78.9% | $3,740-79.1% |
| Admin fee / account holder | $202 | $2,878-93.0% | $3,845-94.7% | $5,306-96.2% |