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 | $15,233 | $93,024-83.6% | $77,024-80.2% | $134,475-88.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -20.05% | 62.60%-82.6pp | 42.32%-62.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,901 | $5,238+50.8% | $4,426+78.5% | $6,400+23.5% |
| Admin fee / account holder | $67 | $6,944-99.0% | $5,425-98.8% | $11,426-99.4% |