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 | $12,790 | $111,754-88.6% | $103,333-87.6% | $145,922-91.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 72.23% | 24.77%+47.5pp | 24.88%+47.3pp | 561.29%-489.1pp |
| Employer contribution / active EE | $20 | $4,212-99.5% | $3,868-99.5% | $4,660-99.6% |
| Participant deferral / active EE | $3,982 | $5,619-29.1% | $5,057-21.3% | $6,688-40.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |