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 5-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 | $55,175 | $82,286-32.9% | $68,791-19.8% | $134,475-59.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 26654.28% | -2.19%+26656.5pp | -6.38%+26660.7pp | 417.96%+26236.3pp |
| Employer contribution / active EE | $4 | $3,301-99.9% | $2,655-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $2,614 | $4,739-44.8% | $3,941-33.7% | $6,400-59.2% |
| Admin fee / account holder | $33 | $6,481-99.5% | $4,932-99.3% | $11,426-99.7% |