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 3-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 | $1,317 | $29,319-95.5% | $52,425-97.5% | $82,448-98.4% |
| Participation rate | 74.1% | 46.9%+27.3pp | 55.6%+18.5pp | 68.1%+6.1pp |
| Annual return | 18.64% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $174 | $586-70.3% | $914-81.0% | $2,551-93.2% |
| Participant deferral / active EE | $187 | $1,171-84.1% | $1,790-89.6% | $4,139-95.5% |
| Admin fee / account holder | $34 | $1,962-98.3% | $2,495-98.6% | $7,234-99.5% |