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 7-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 | $18,670 | $111,754-83.3% | $103,333-81.9% | $145,922-87.2% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 9.11% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $757 | $4,212-82.0% | $3,868-80.4% | $4,660-83.8% |
| Participant deferral / active EE | $3,292 | $5,619-41.4% | $5,057-34.9% | $6,688-50.8% |
| Admin fee / account holder | $72 | $9,750-99.3% | $8,355-99.1% | $13,397-99.5% |