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 | $31,513 | $89,355-64.7% | $141,162-77.7% | $72,985-56.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.04% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $384 | $3,114-87.7% | $4,735-91.9% | $2,440-84.3% |
| Participant deferral / active EE | $7,748 | $5,418+43.0% | $6,709+15.5% | $3,607+114.8% |
| Admin fee / account holder | $289 | $5,958-95.1% | $10,261-97.2% | $5,124-94.4% |