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 3-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 | $27,075 | $77,899-65.2% | $149,673-81.9% | $75,163-64.0% |
| Participation rate | 78.9% | 65.6%+13.4pp | 78.8%+0.2pp | 67.2%+11.8pp |
| Annual return | 21.60% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $198 | $3,137-93.7% | $4,818-95.9% | $2,670-92.6% |
| Participant deferral / active EE | $1,889 | $3,411-44.6% | $5,680-66.8% | $4,125-54.2% |
| Admin fee / account holder | $89 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |