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 | $79,971 | $127,100-37.1% | $105,738-24.4% | $135,375-40.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 76.3%+14.6pp | 82.6%+8.3pp |
| Annual return | -3.91% | 4.49%-8.4pp | 6.27%-10.2pp | 519.73%-523.6pp |
| Employer contribution / active EE | $610 | $4,107-85.1% | $3,268-81.3% | $4,779-87.2% |
| Participant deferral / active EE | $3,195 | $5,064-36.9% | $4,080-21.7% | $5,609-43.0% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |