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 | $131,908 | $99,652+32.4% | $78,778+67.4% | $147,584-10.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.49% | 47.28%-32.8pp | 35.62%-21.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $199 | $2,796-92.9% | $1,986-90.0% | $4,876-95.9% |
| Participant deferral / active EE | $747 | $3,664-79.6% | $2,958-74.8% | $5,439-86.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |