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 | $24,901 | $96,635-74.2% | $86,612-71.2% | $139,434-82.1% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 15.13% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $432 | $3,263-86.7% | $3,022-85.7% | $4,751-90.9% |
| Participant deferral / active EE | $517 | $4,836-89.3% | $4,438-88.3% | $6,710-92.3% |
| Admin fee / account holder | $264 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |