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 | $79,557-100.0% | $118,746-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 78.3%-78.3pp | 69.5%-69.5pp |
| Annual return | 16.84% | 25.64%-8.8pp | 24.54%-7.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,316 | $2,861+85.8% | $4,193+26.8% | $2,342+127.0% |
| Participant deferral / active EE | $1,015 | $4,089-75.2% | $5,332-81.0% | $3,332-69.5% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |