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 9-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 | $19,312 | $106,543-81.9% | $91,220-78.8% | $134,475-85.6% |
| Participation rate | 93.3% | 76.8%+16.5pp | 73.2%+20.1pp | 81.2%+12.1pp |
| Annual return | -18.29% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,041 | $4,719+28.0% | $4,234+42.7% | $6,400-5.6% |
| Admin fee / account holder | $171 | $6,231-97.3% | $5,420-96.8% | $11,426-98.5% |