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 | $29,213 | $56,199-48.0% | $67,652-56.8% | $59,632-51.0% |
| Participation rate | 84.0% | 71.5%+12.5pp | 75.7%+8.3pp | 68.7%+15.3pp |
| Annual return | -1.00% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $203 | $1,614-87.4% | $2,266-91.0% | $2,203-90.8% |
| Participant deferral / active EE | $1,365 | $2,844-52.0% | $3,560-61.7% | $3,192-57.2% |
| Admin fee / account holder | $287 | $3,958-92.8% | $4,821-94.1% | $4,297-93.3% |