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 | $120,999 | $135,635-10.8% | $110,238+9.8% | $135,375-10.6% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -6.12% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $897 | $4,906-81.7% | $3,826-76.6% | $4,779-81.2% |
| Participant deferral / active EE | $8,757 | $5,506+59.0% | $4,672+87.4% | $5,609+56.1% |
| Admin fee / account holder | $46 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |