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 | $15,209 | $69,010-78.0% | $159,960-90.5% | $68,494-77.8% |
| Participation rate | 80.8% | 65.4%+15.4pp | 78.0%+2.8pp | 67.9%+12.9pp |
| Annual return | -9.49% | -9.65%+0.2pp | 408.60%-418.1pp | -7.84%-1.7pp |
| Employer contribution / active EE | $582 | $2,213-73.7% | $4,226-86.2% | $2,596-77.6% |
| Participant deferral / active EE | $972 | $4,212-76.9% | $6,182-84.3% | $4,027-75.9% |
| Admin fee / account holder | $189 | $4,798-96.1% | $8,698-97.8% | $5,403-96.5% |