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 9-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 | $37,529 | $78,694-52.3% | $67,652-44.5% | $125,391-70.1% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -0.35% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $387 | $3,044-87.3% | $2,266-82.9% | $4,866-92.1% |
| Participant deferral / active EE | $6,131 | $4,292+42.8% | $3,560+72.2% | $5,352+14.6% |
| Admin fee / account holder | $25 | $7,403-99.7% | $4,821-99.5% | $9,540-99.7% |