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 | $88,792 | $138,065-35.7% | $123,544-28.1% | $135,375-34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.13% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $622 | $5,151-87.9% | $4,628-86.6% | $4,779-87.0% |
| Participant deferral / active EE | $5,045 | $6,799-25.8% | $6,426-21.5% | $5,609-10.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |