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 | $62,163 | $77,813-20.1% | $123,544-49.7% | $64,186-3.2% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.9pp |
| Annual return | -7.43% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $528 | $3,014-82.5% | $4,628-88.6% | $2,381-77.8% |
| Participant deferral / active EE | $5,244 | $5,240+0.1% | $6,426-18.4% | $3,470+51.1% |
| Admin fee / account holder | $158 | $5,519-97.1% | $9,284-98.3% | $4,888-96.8% |