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 9-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 | $46,151 | $167,484-72.4% | $151,611-69.6% | $134,475-65.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.80% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $710 | $6,829-89.6% | $6,166-88.5% | $4,740-85.0% |
| Participant deferral / active EE | $5,640 | $8,986-37.2% | $8,363-32.6% | $6,400-11.9% |
| Admin fee / account holder | $55 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |