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 | $75,437 | $105,998-28.8% | $92,233-18.2% | $147,584-48.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.30% | 50.05%-25.7pp | 176.28%-152.0pp | 578.55%-554.2pp |
| Employer contribution / active EE | $591 | $4,333-86.4% | $3,679-83.9% | $4,876-87.9% |
| Participant deferral / active EE | $1,986 | $4,478-55.6% | $3,897-49.0% | $5,439-63.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |