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 6-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 | $2,288 | $24,730-90.7% | $66,042-96.5% | $84,808-97.3% |
| Participation rate | 90.0% | 68.1%+21.9pp | 67.5%+22.5pp | 68.3%+21.7pp |
| Annual return | 21.44% | 79.55%-58.1pp | 52.11%-30.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $486 | $857-43.2% | $1,579-69.2% | $2,631-81.5% |
| Participant deferral / active EE | $589 | $1,737-66.1% | $2,835-79.2% | $4,212-86.0% |
| Admin fee / account holder | $92 | $3,014-97.0% | $5,747-98.4% | $7,344-98.8% |