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 | $10,225 | $74,888-86.3% | $71,209-85.6% | $142,382-92.8% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.8%-2.9pp | 80.1%-9.3pp |
| Annual return | 22.00% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $573 | $2,854-79.9% | $2,721-78.9% | $4,299-86.7% |
| Participant deferral / active EE | $576 | $4,454-87.1% | $4,175-86.2% | $6,507-91.1% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |