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 | $16,864 | $53,127-68.3% | $86,590-80.5% | $70,131-76.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.81% | 27.66%-9.9pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,831 | $2,068-11.5% | $2,839-35.5% | $2,342-21.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $129 | $3,585-96.4% | $4,906-97.4% | $4,645-97.2% |