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 | $23,229 | $93,571-75.2% | $135,903-82.9% | $75,163-69.1% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 18.99% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $775 | $3,537-78.1% | $4,856-84.0% | $2,670-71.0% |
| Participant deferral / active EE | $2,553 | $6,404-60.1% | $7,758-67.1% | $4,125-38.1% |
| Admin fee / account holder | $118 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |