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 | $0 | $78,422-100.0% | $95,952-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 10.26% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,328 | $1,945-31.7% | $2,541-47.7% | $2,471-46.2% |
| Participant deferral / active EE | $1,493 | $3,440-56.6% | $4,167-64.2% | $3,740-60.1% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |