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 | $32,388 | $95,971-66.3% | $74,550-56.6% | $135,375-76.1% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -5.42% | 56.96%-62.4pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $269 | $2,716-90.1% | $1,961-86.3% | $4,779-94.4% |
| Participant deferral / active EE | $3,165 | $3,843-17.6% | $3,108+1.8% | $5,609-43.6% |
| Admin fee / account holder | $19 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |