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.
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 | $21,343 | $99,877-78.6% | $84,966-74.9% | $145,922-85.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 82.90% | 83.76%-0.9pp | 66.38%+16.5pp | 561.29%-478.4pp |
| Employer contribution / active EE | $109 | $3,231-96.6% | $2,727-96.0% | $4,660-97.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $22 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |