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 | $23,330-90.2% | $64,489-96.5% | $82,448-97.2% |
| Participation rate | 90.0% | 68.3%+21.7pp | 67.7%+22.3pp | 68.1%+21.9pp |
| Annual return | 21.44% | 83.66%-62.2pp | 55.03%-33.6pp | 41.64%-20.2pp |
| Employer contribution / active EE | $486 | $824-41.0% | $1,523-68.1% | $2,551-80.9% |
| Participant deferral / active EE | $589 | $1,707-65.5% | $2,778-78.8% | $4,139-85.8% |
| Admin fee / account holder | $92 | $2,946-96.9% | $4,260-97.8% | $7,234-98.7% |