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 | $47,823 | $167,484-71.4% | $151,611-68.5% | $134,475-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.13% | 7.80%-10.9pp | 3.33%-6.5pp | 417.96%-421.1pp |
| Employer contribution / active EE | $2,427 | $6,829-64.5% | $6,166-60.6% | $4,740-48.8% |
| Participant deferral / active EE | $3,142 | $8,986-65.0% | $8,363-62.4% | $6,400-50.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |