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 7-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 | $16,661 | $115,770-85.6% | $101,248-83.5% | $158,922-89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.38% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $484 | $4,175-88.4% | $3,660-86.8% | $4,761-89.8% |
| Participant deferral / active EE | $7,133 | $4,957+43.9% | $4,370+63.2% | $5,982+19.2% |
| Admin fee / account holder | $62 | $7,245-99.1% | $5,945-99.0% | $11,246-99.4% |