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 | $30,984 | $54,541-43.2% | $78,778-60.7% | $70,131-55.8% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.2%+14.1pp | 69.5%+13.8pp |
| Annual return | 15.12% | 21.07%-6.0pp | 35.62%-20.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $702 | $1,089-35.5% | $1,986-64.7% | $2,342-70.0% |
| Participant deferral / active EE | $966 | $2,210-56.3% | $2,958-67.4% | $3,332-71.0% |
| Admin fee / account holder | $140 | $3,709-96.2% | $5,134-97.3% | $4,645-97.0% |