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 9-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 | $45,879 | $92,222-50.3% | $76,768-40.2% | $135,375-66.1% |
| Participation rate | 70.6% | 79.8%-9.2pp | 77.0%-6.4pp | 82.6%-12.1pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $556 | $3,216-82.7% | $2,485-77.6% | $4,779-88.4% |
| Participant deferral / active EE | $3,997 | $4,509-11.3% | $3,852+3.8% | $5,609-28.7% |
| Admin fee / account holder | $208 | $10,748-98.1% | $6,675-96.9% | $10,827-98.1% |