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 4-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 | $5,124 | $30,400-83.1% | $53,898-90.5% | $84,808-94.0% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 19.85% | 500.19%-480.3pp | 528.60%-508.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,041 | $1,199-13.2% | $1,826-43.0% | $4,212-75.3% |
| Admin fee / account holder | $77 | $1,993-96.2% | $2,491-96.9% | $7,344-99.0% |