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 | $19,862 | $45,566-56.4% | $64,105-69.0% | $59,632-66.7% |
| Participation rate | 81.3% | 60.2%+21.1pp | 68.2%+13.1pp | 68.7%+12.6pp |
| Annual return | -1.61% | 4.95%-6.6pp | 791.24%-792.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,218 | $2,057-40.8% | $2,822-56.8% | $3,192-61.8% |
| Admin fee / account holder | $287 | $3,268-91.2% | $4,499-93.6% | $4,297-93.3% |