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 | $25,814 | $106,115-75.7% | $85,969-70.0% | $125,391-79.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.08% | 13.93%-16.0pp | 9.32%-11.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,600 | $4,859-5.3% | $3,829+20.1% | $5,352-14.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |