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 4-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 | $8,829 | $47,479-81.4% | $62,929-86.0% | $82,448-89.3% |
| Participation rate | 82.1% | 66.9%+15.3pp | 73.1%+9.0pp | 68.1%+14.1pp |
| Annual return | 25.49% | 20.34%+5.1pp | 1063.93%-1038.4pp | 41.64%-16.2pp |
| Employer contribution / active EE | $243 | $1,885-87.1% | $2,505-90.3% | $2,551-90.5% |
| Participant deferral / active EE | $2,779 | $2,870-3.2% | $3,888-28.5% | $4,139-32.9% |
| Admin fee / account holder | $176 | $3,804-95.4% | $5,065-96.5% | $7,234-97.6% |