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 | $40,306 | $73,515-45.2% | $62,995-36.0% | $147,584-72.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 22.72% | 175.43%-152.7pp | 87.57%-64.8pp | 578.55%-555.8pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,894 | $4,185+88.6% | $3,329+137.1% | $5,439+45.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |