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 | $25,674 | $109,904-76.6% | $97,167-73.6% | $145,959-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.64% | 243.43%-229.8pp | 75.27%-61.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,297 | $3,084-57.9% | $2,729-52.5% | $4,661-72.2% |
| Participant deferral / active EE | $185 | $4,676-96.0% | $4,264-95.7% | $6,689-97.2% |
| Admin fee / account holder | $129 | $6,216-97.9% | $5,650-97.7% | $13,398-99.0% |