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 | $79,117 | $167,307-52.7% | $143,757-45.0% | $134,475-41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $370 | $5,619-93.4% | $4,951-92.5% | $4,740-92.2% |
| Participant deferral / active EE | $6,520 | $6,446+1.2% | $5,637+15.7% | $6,400+1.9% |
| Admin fee / account holder | $88 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |