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 | $27,315 | $90,503-69.8% | $78,689-65.3% | $273,961-90.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.31% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,916 | $3,176-39.7% | $2,851-32.8% | $4,869-60.7% |
| Participant deferral / active EE | $346 | $3,901-91.1% | $3,517-90.2% | $5,287-93.5% |
| Admin fee / account holder | $135 | $5,263-97.4% | $4,510-97.0% | $10,132-98.7% |