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 | $2,157 | $29,660-92.7% | $56,411-96.2% | $80,856-97.3% |
| Participation rate | 79.6% | 41.6%+37.9pp | 52.5%+27.1pp | 67.6%+12.0pp |
| Annual return | 18.11% | 35.23%-17.1pp | 1701.33%-1683.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $9 | $669-98.7% | $1,039-99.1% | $2,755-99.7% |
| Participant deferral / active EE | $928 | $1,226-24.3% | $1,952-52.4% | $4,296-78.4% |
| Admin fee / account holder | $250 | $2,428-89.7% | $2,829-91.2% | $6,918-96.4% |