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 | $39,008 | $75,828-48.6% | $147,614-73.6% | $59,632-34.6% |
| Participation rate | 89.9% | 71.6%+18.3pp | 84.6%+5.2pp | 68.7%+21.2pp |
| Annual return | 25.64% | 0.37%+25.3pp | 61.98%-36.3pp | 2041.28%-2015.6pp |
| Employer contribution / active EE | $217 | $3,485-93.8% | $5,564-96.1% | $2,203-90.1% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $72 | $5,985-98.8% | $11,611-99.4% | $4,297-98.3% |