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 | $17,576 | $99,640-82.4% | $86,436-79.7% | $134,475-86.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.24% | 6782.58%-6798.8pp | 4394.89%-4411.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,611 | $7,246-64.0% | $6,952-62.4% | $6,400-59.2% |
| Admin fee / account holder | $48 | $8,371-99.4% | $6,731-99.3% | $11,426-99.6% |