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 7-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 | $2,863 | $27,641-89.6% | $61,373-95.3% | $68,494-95.8% |
| Participation rate | 90.0% | 39.5%+50.5pp | 52.6%+37.4pp | 67.9%+22.1pp |
| Annual return | -16.05% | -13.24%-2.8pp | 338.61%-354.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $990 | $1,263-21.6% | $2,125-53.4% | $4,027-75.4% |
| Admin fee / account holder | $237 | $2,010-88.2% | $2,130-88.9% | $5,403-95.6% |