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 3-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 | $36,622 | $79,944-54.2% | $98,439-62.8% | $75,163-51.3% |
| Participation rate | 74.4% | 70.4%+4.0pp | 75.2%-0.7pp | 67.2%+7.2pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $535 | $2,264-76.4% | $3,048-82.4% | $2,670-80.0% |
| Participant deferral / active EE | $2,140 | $3,752-43.0% | $4,738-54.8% | $4,125-48.1% |
| Admin fee / account holder | $242 | $6,840-96.5% | $8,948-97.3% | $5,651-95.7% |