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 | $56,725 | $167,484-66.1% | $151,611-62.6% | $134,475-57.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.99% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,379 | $6,829-65.2% | $6,166-61.4% | $4,740-49.8% |
| Participant deferral / active EE | $2,429 | $8,986-73.0% | $8,363-71.0% | $6,400-62.0% |
| Admin fee / account holder | $185 | $13,783-98.7% | $11,616-98.4% | $11,426-98.4% |