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 9-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 | $28,233 | $75,828-62.8% | $147,614-80.9% | $59,632-52.7% |
| Participation rate | 81.3% | 71.6%+9.7pp | 84.6%-3.4pp | 68.7%+12.6pp |
| Annual return | -1.16% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $314 | $3,485-91.0% | $5,564-94.4% | $2,203-85.7% |
| Participant deferral / active EE | $2,980 | $3,130-4.8% | $4,895-39.1% | $3,192-6.6% |
| Admin fee / account holder | $122 | $5,985-98.0% | $11,611-98.9% | $4,297-97.2% |