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 | $13,501 | $43,327-68.8% | $59,878-77.5% | $64,186-79.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.67% | -1.55%+14.2pp | 3.46%+9.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $529 | $2,028-73.9% | $2,722-80.6% | $2,381-77.8% |
| Participant deferral / active EE | $736 | $2,546-71.1% | $3,402-78.4% | $3,470-78.8% |
| Admin fee / account holder | $237 | $3,005-92.1% | $3,590-93.4% | $4,888-95.2% |