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 | $34,123 | $180,028-81.0% | $138,135-75.3% | $158,922-78.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.55% | 21.68%-13.1pp | 20.51%-12.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $6,672 | $7,470-10.7% | $5,587+19.4% | $4,761+40.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $40 | $17,912-99.8% | $11,856-99.7% | $11,246-99.6% |