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 | $44,913 | $100,852-55.5% | $90,404-50.3% | $158,922-71.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.83% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $9 | $3,689-99.8% | $3,262-99.7% | $4,761-99.8% |
| Participant deferral / active EE | $1,923 | $4,348-55.8% | $3,963-51.5% | $5,982-67.9% |
| Admin fee / account holder | $170 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |