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 7-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 | $12,783 | $48,230-73.5% | $67,502-81.1% | $80,856-84.2% |
| Participation rate | 88.6% | 66.4%+22.2pp | 72.9%+15.7pp | 67.6%+20.9pp |
| Annual return | 20.87% | 18.28%+2.6pp | 3512.12%-3491.3pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,506 | $2,020-25.4% | $2,731-44.9% | $2,755-45.3% |
| Participant deferral / active EE | $724 | $2,924-75.2% | $4,000-81.9% | $4,296-83.2% |
| Admin fee / account holder | $189 | $3,681-94.9% | $3,998-95.3% | $6,918-97.3% |