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 | $84,289 | $138,044-38.9% | $125,339-32.8% | $134,475-37.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.20% | 750.33%-760.5pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $352 | $5,243-93.3% | $4,814-92.7% | $4,740-92.6% |
| Participant deferral / active EE | $5,032 | $7,799-35.5% | $7,446-32.4% | $6,400-21.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |