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 | $14,860 | $138,044-89.2% | $125,339-88.1% | $134,475-88.9% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -13.33% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $416 | $5,243-92.1% | $4,814-91.3% | $4,740-91.2% |
| Participant deferral / active EE | $4,183 | $7,799-46.4% | $7,446-43.8% | $6,400-34.6% |
| Admin fee / account holder | $223 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |