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 9-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 | $16,628 | $81,632-79.6% | $70,449-76.4% | $158,922-89.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 57.21% | 208.40%-151.2pp | 109.03%-51.8pp | 302.83%-245.6pp |
| Employer contribution / active EE | $285 | $3,217-91.1% | $2,737-89.6% | $4,761-94.0% |
| Participant deferral / active EE | $3,230 | $4,554-29.1% | $3,709-12.9% | $5,982-46.0% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |