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 7-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 | $21,201 | $138,044-84.6% | $125,339-83.1% | $134,475-84.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.11% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $942 | $5,243-82.0% | $4,814-80.4% | $4,740-80.1% |
| Participant deferral / active EE | $6,391 | $7,799-18.1% | $7,446-14.2% | $6,400-0.1% |
| Admin fee / account holder | $21 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |