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 | $5,239 | $88,751-94.1% | $81,812-93.6% | $145,922-96.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 23.61% | 1025.40%-1001.8pp | 773.79%-750.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $23 | $3,083-99.2% | $2,912-99.2% | $4,660-99.5% |
| Participant deferral / active EE | $3,148 | $4,643-32.2% | $4,319-27.1% | $6,688-52.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |