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 | $46,961 | $95,971-51.1% | $74,550-37.0% | $135,375-65.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.08% | 56.96%-59.0pp | 32.53%-34.6pp | 519.73%-521.8pp |
| Employer contribution / active EE | $283 | $2,716-89.6% | $1,961-85.6% | $4,779-94.1% |
| Participant deferral / active EE | $3,060 | $3,843-20.4% | $3,108-1.5% | $5,609-45.4% |
| Admin fee / account holder | $55 | $6,522-99.2% | $5,060-98.9% | $10,827-99.5% |