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 | $29,598 | $102,317-71.1% | $146,958-79.9% | $80,856-63.4% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 17.02% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,032 | $6,644-24.3% | $8,070-37.6% | $4,296+17.1% |
| Admin fee / account holder | $9 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |