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 4-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 | $2,327 | $29,660-92.2% | $56,411-95.9% | $80,856-97.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 20.04% | 35.23%-15.2pp | 1701.33%-1681.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $862 | $1,226-29.7% | $1,952-55.8% | $4,296-79.9% |
| Admin fee / account holder | $59 | $2,428-97.6% | $2,829-97.9% | $6,918-99.1% |