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 | $61,183 | $99,079-38.2% | $77,999-21.6% | $273,961-77.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.52% | 217.93%-209.4pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $349 | $3,308-89.4% | $2,470-85.9% | $4,869-92.8% |
| Participant deferral / active EE | $1,745 | $4,306-59.5% | $3,497-50.1% | $5,287-67.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |