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 | $16,454 | $100,773-83.7% | $88,946-81.5% | $142,382-88.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 19.94% | 70.18%-50.2pp | 57.82%-37.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $265 | $2,918-90.9% | $2,555-89.6% | $4,299-93.8% |
| Participant deferral / active EE | $2,930 | $5,230-44.0% | $4,581-36.1% | $6,507-55.0% |
| Admin fee / account holder | $104 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |