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 | $49,022 | $92,222-46.8% | $76,768-36.1% | $135,375-63.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -5.10% | 5.46%-10.6pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $374 | $3,216-88.4% | $2,485-85.0% | $4,779-92.2% |
| Participant deferral / active EE | $2,250 | $4,509-50.1% | $3,852-41.6% | $5,609-59.9% |
| Admin fee / account holder | $61 | $10,748-99.4% | $6,675-99.1% | $10,827-99.4% |