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 | $55,793 | $105,998-47.4% | $92,233-39.5% | $147,584-62.2% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 15.14% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $244 | $4,333-94.4% | $3,679-93.4% | $4,876-95.0% |
| Participant deferral / active EE | $2,851 | $4,478-36.3% | $3,897-26.8% | $5,439-47.6% |
| Admin fee / account holder | $116 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |