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 | $110,595 | $90,590+22.1% | $90,782+21.8% | $135,375-18.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.44% | -3.40%-3.0pp | -3.42%-3.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,851 | $4,352+11.5% | $4,105+18.2% | $4,779+1.5% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $145 | $7,683-98.1% | $5,908-97.5% | $10,827-98.7% |