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 | $34,962 | $180,449-80.6% | $154,107-77.3% | $135,375-74.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.21% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,052 | $6,035-82.6% | $5,298-80.1% | $4,779-78.0% |
| Participant deferral / active EE | $8,427 | $5,806+45.1% | $5,081+65.9% | $5,609+50.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |