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 | $94,429 | $72,404+30.4% | $110,238-14.3% | $64,186+47.1% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.2pp |
| Annual return | -3.57% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $425 | $2,282-81.4% | $3,826-88.9% | $2,381-82.1% |
| Participant deferral / active EE | $3,703 | $3,469+6.7% | $4,672-20.7% | $3,470+6.7% |
| Admin fee / account holder | $139 | $5,664-97.5% | $8,547-98.4% | $4,888-97.1% |