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 | $31,019 | $116,175-73.3% | $93,606-66.9% | $152,861-79.7% |
| Participation rate | 70.8% | 78.0%-7.2pp | 75.8%-5.0pp | 82.4%-11.6pp |
| Annual return | 19.40% | 35.96%-16.6pp | 32.76%-13.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,347 | $3,218-58.1% | $2,718-50.4% | $4,762-71.7% |
| Participant deferral / active EE | $860 | $4,603-81.3% | $4,069-78.9% | $5,850-85.3% |
| Admin fee / account holder | $67 | $10,748-99.4% | $7,888-99.2% | $11,596-99.4% |