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 | $15,353 | $70,756-78.3% | $65,493-76.6% | $142,382-89.2% |
| Participation rate | 73.9% | 77.4%-3.5pp | 73.1%+0.8pp | 80.1%-6.2pp |
| Annual return | 15.41% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $190 | $2,881-93.4% | $2,574-92.6% | $4,299-95.6% |
| Participant deferral / active EE | $1,797 | $4,637-61.3% | $3,961-54.6% | $6,507-72.4% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-99.9% | $12,624-100.0% |