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.
Employer 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 | $37,922 | $115,770-67.2% | $101,248-62.5% | $158,922-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.13% | 56.14%-31.0pp | 46.47%-21.3pp | 302.83%-277.7pp |
| Employer contribution / active EE | $556 | $4,175-86.7% | $3,660-84.8% | $4,761-88.3% |
| Participant deferral / active EE | $2,337 | $4,957-52.9% | $4,370-46.5% | $5,982-60.9% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |