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 | $42,585 | $138,065-69.2% | $123,544-65.5% | $135,375-68.5% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -7.82% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,816 | $6,799-29.2% | $6,426-25.1% | $5,609-14.1% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |