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 6-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 | $11,771 | $27,915-57.8% | $58,482-79.9% | $75,163-84.3% |
| Participation rate | 72.5% | 38.8%+33.7pp | 50.9%+21.7pp | 67.2%+5.4pp |
| Annual return | 16.79% | 44.20%-27.4pp | 4239.32%-4222.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | -$823 | $669-223.1% | $1,053-178.2% | $2,670-130.8% |
| Participant deferral / active EE | $2,290 | $1,201+90.7% | $1,924+19.1% | $4,125-44.5% |
| Admin fee / account holder | $33 | $1,726-98.1% | $2,516-98.7% | $5,651-99.4% |