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 9-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 | $14,110 | $74,888-81.2% | $71,209-80.2% | $142,382-90.1% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 18.46% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,024 | $2,854-64.1% | $2,721-62.4% | $4,299-76.2% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |