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 | $82,574 | $105,998-22.1% | $92,233-10.5% | $147,584-44.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.95% | 50.05%-39.1pp | 176.28%-165.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $600 | $4,333-86.2% | $3,679-83.7% | $4,876-87.7% |
| Participant deferral / active EE | $2,210 | $4,478-50.6% | $3,897-43.3% | $5,439-59.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |