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 | $29,981 | $165,912-81.9% | $122,332-75.5% | $147,584-79.7% |
| Participation rate | 91.7% | 79.6%+12.1pp | 71.6%+20.0pp | 82.8%+8.8pp |
| Annual return | 8.54% | 34.55%-26.0pp | 30.27%-21.7pp | 578.55%-570.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $897 | $4,005-77.6% | $3,287-72.7% | $5,439-83.5% |
| Admin fee / account holder | $161 | $7,424-97.8% | $5,478-97.1% | $10,885-98.5% |