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 | $67,869 | $180,449-62.4% | $154,107-56.0% | $135,375-49.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.75% | 888.09%-896.8pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,227 | $6,035-79.7% | $5,298-76.8% | $4,779-74.3% |
| Participant deferral / active EE | $24,530 | $5,806+322.5% | $5,081+382.8% | $5,609+337.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |