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 5-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 | $2,712 | $74,888-96.4% | $71,209-96.2% | $142,382-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.16% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $118 | $2,854-95.9% | $2,721-95.7% | $4,299-97.3% |
| Participant deferral / active EE | $888 | $4,454-80.1% | $4,175-78.7% | $6,507-86.4% |
| Admin fee / account holder | $31 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |