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 | $35,809 | $100,852-64.5% | $90,404-60.4% | $158,922-77.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 18.83% | 1724.20%-1705.4pp | 1293.02%-1274.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $63 | $3,689-98.3% | $3,262-98.1% | $4,761-98.7% |
| Participant deferral / active EE | $1,591 | $4,348-63.4% | $3,963-59.9% | $5,982-73.4% |
| Admin fee / account holder | $128 | $6,501-98.0% | $5,611-97.7% | $11,246-98.9% |