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 | $101,338 | $85,790+18.1% | $67,313+50.5% | $135,375-25.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -0.15% | -0.54%+0.4pp | -4.08%+3.9pp | 519.73%-519.9pp |
| Employer contribution / active EE | $833 | $3,487-76.1% | $2,566-67.5% | $4,779-82.6% |
| Participant deferral / active EE | $609 | $4,651-86.9% | $3,568-82.9% | $5,609-89.1% |
| Admin fee / account holder | $27 | $6,392-99.6% | $4,507-99.4% | $10,827-99.8% |