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 | $41,881 | $167,307-75.0% | $143,757-70.9% | $134,475-68.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -6.91% | 0.46%-7.4pp | -0.04%-6.9pp | 417.96%-424.9pp |
| Employer contribution / active EE | $486 | $5,619-91.4% | $4,951-90.2% | $4,740-89.8% |
| Participant deferral / active EE | $4,784 | $6,446-25.8% | $5,637-15.1% | $6,400-25.2% |
| Admin fee / account holder | $70 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |