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 | $35,176 | $127,386-72.4% | $115,037-69.4% | $125,391-71.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -1.93% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $539 | $5,166-89.6% | $4,608-88.3% | $4,866-88.9% |
| Participant deferral / active EE | $3,707 | $6,423-42.3% | $6,026-38.5% | $5,352-30.7% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |