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 | $38,469 | $201,272-80.9% | $184,203-79.1% | $145,922-73.6% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 11.87% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,769 | $9,806-82.0% | $9,131-80.6% | $6,688-73.5% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |