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 6-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 | $5,837 | $29,319-80.1% | $52,425-88.9% | $82,448-92.9% |
| Participation rate | 75.0% | 46.9%+28.1pp | 55.6%+19.4pp | 68.1%+6.9pp |
| Annual return | 19.90% | 535.20%-515.3pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,204 | $1,171+2.8% | $1,790-32.7% | $4,139-70.9% |
| Admin fee / account holder | $268 | $1,962-86.4% | $2,495-89.3% | $7,234-96.3% |