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 | $33,424 | $76,000-56.0% | $154,107-78.3% | $64,186-47.9% |
| Participation rate | 89.1% | 70.4%+18.7pp | 83.0%+6.1pp | 69.6%+19.5pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $70 | $3,351-97.9% | $5,298-98.7% | $2,381-97.0% |
| Participant deferral / active EE | $3,762 | $3,175+18.5% | $5,081-26.0% | $3,470+8.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |