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 | $54,804 | $131,829-58.4% | $108,579-49.5% | $273,961-80.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 6.56% | -91.57%+98.1pp | -51.70%+58.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $363 | $4,912-92.6% | $3,758-90.3% | $4,869-92.5% |
| Participant deferral / active EE | $2,403 | $5,127-53.1% | $4,311-44.2% | $5,287-54.5% |
| Admin fee / account holder | $57 | $10,252-99.4% | $7,645-99.3% | $10,132-99.4% |