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 | $130,315 | $142,344-8.5% | $119,609+9.0% | $134,475-3.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.98% | -12.44%-1.5pp | -14.97%+1.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $696 | $5,222-86.7% | $4,232-83.5% | $4,740-85.3% |
| Participant deferral / active EE | $6,023 | $6,469-6.9% | $5,602+7.5% | $6,400-5.9% |
| Admin fee / account holder | $52 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |