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 | $52,566 | $160,055-67.2% | $140,016-62.5% | $135,375-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.62% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $640 | $6,420-90.0% | $5,606-88.6% | $4,779-86.6% |
| Participant deferral / active EE | $13,500 | $7,642+76.7% | $6,927+94.9% | $5,609+140.7% |
| Admin fee / account holder | $114 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |