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 | $13,757 | $60,124-77.1% | $90,404-84.8% | $79,858-82.8% |
| Participation rate | 83.8% | 65.0%+18.8pp | 72.7%+11.1pp | 69.6%+14.1pp |
| Annual return | 16.57% | 71.94%-55.4pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,422 | $2,938-17.6% | $3,963-38.9% | $3,740-35.2% |
| Admin fee / account holder | $96 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |