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 | $0 | $92,222-100.0% | $76,768-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | 7.36% | 5.46%+1.9pp | 2.43%+4.9pp | 519.73%-512.4pp |
| Employer contribution / active EE | $429 | $3,216-86.7% | $2,485-82.7% | $4,779-91.0% |
| Participant deferral / active EE | $1,721 | $4,509-61.8% | $3,852-55.3% | $5,609-69.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |