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 | $24,661 | $84,233-70.7% | $170,442-85.5% | $70,131-64.8% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+9.9pp |
| Annual return | 17.86% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,534 | $3,086-17.9% | $4,939-48.7% | $3,332-23.9% |
| Admin fee / account holder | $250 | $5,698-95.6% | $13,880-98.2% | $4,645-94.6% |