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 | $46,173 | $168,632-72.6% | $147,614-68.7% | $125,391-63.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.93% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,119 | $6,252-82.1% | $5,564-79.9% | $4,866-77.0% |
| Participant deferral / active EE | $2,431 | $5,507-55.9% | $4,895-50.3% | $5,352-54.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |