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 | $27,835 | $99,020-71.9% | $86,590-67.9% | $147,584-81.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.00% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $182 | $3,132-94.2% | $2,839-93.6% | $4,876-96.3% |
| Participant deferral / active EE | $208 | $3,972-94.8% | $3,609-94.2% | $5,439-96.2% |
| Admin fee / account holder | $141 | $5,710-97.5% | $4,906-97.1% | $10,885-98.7% |