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 10-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 | $23,574 | $95,971-75.4% | $74,550-68.4% | $135,375-82.6% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -4.37% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $39 | $2,716-98.6% | $1,961-98.0% | $4,779-99.2% |
| Participant deferral / active EE | $3,176 | $3,843-17.4% | $3,108+2.2% | $5,609-43.4% |
| Admin fee / account holder | $101 | $6,522-98.5% | $5,060-98.0% | $10,827-99.1% |