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 | $10,112 | $42,383-76.1% | $76,523-86.8% | $64,186-84.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.88% | -16.54%+9.7pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,807 | $1,563+15.6% | $2,647-31.8% | $2,381-24.1% |
| Participant deferral / active EE | $561 | $2,566-78.1% | $3,835-85.4% | $3,470-83.8% |
| Admin fee / account holder | $111 | $3,198-96.5% | $4,848-97.7% | $4,888-97.7% |