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 | $83,637 | $138,065-39.4% | $123,544-32.3% | $135,375-38.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.07% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $488 | $5,151-90.5% | $4,628-89.5% | $4,779-89.8% |
| Participant deferral / active EE | $5,606 | $6,799-17.6% | $6,426-12.8% | $5,609-0.1% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |