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 | $77,183 | $92,703-16.7% | $82,719-6.7% | $134,475-42.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.93% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $113 | $3,274-96.6% | $3,009-96.3% | $4,740-97.6% |
| Participant deferral / active EE | $8,937 | $4,802+86.1% | $4,395+103.3% | $6,400+39.6% |
| Admin fee / account holder | $138 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |