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 | $20,296 | $84,233-75.9% | $170,442-88.1% | $70,131-71.1% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 17.10% | 23.06%-6.0pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $290 | $3,387-91.4% | $5,433-94.7% | $2,342-87.6% |
| Participant deferral / active EE | $1,704 | $3,086-44.8% | $4,939-65.5% | $3,332-48.8% |
| Admin fee / account holder | $23 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |