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 | $38,245 | $105,998-63.9% | $92,233-58.5% | $147,584-74.1% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.01% | 50.05%-35.0pp | 176.28%-161.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $678 | $4,333-84.4% | $3,679-81.6% | $4,876-86.1% |
| Participant deferral / active EE | $1,355 | $4,478-69.7% | $3,897-65.2% | $5,439-75.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |