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 3-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 | $3,149 | $54,705-94.2% | $71,209-95.6% | $84,808-96.3% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 25.10% | 35.90%-10.8pp | 282.51%-257.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $179 | $2,158-91.7% | $2,721-93.4% | $2,631-93.2% |
| Participant deferral / active EE | $984 | $3,030-67.5% | $4,175-76.4% | $4,212-76.6% |
| Admin fee / account holder | $12 | $4,863-99.8% | $5,349-99.8% | $7,344-99.8% |