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 | $21,924 | $57,354-61.8% | $83,848-73.9% | $64,186-65.8% |
| Participation rate | 88.7% | 68.6%+20.1pp | 76.1%+12.5pp | 69.6%+19.1pp |
| Annual return | -8.08% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $360 | $2,545-85.9% | $3,631-90.1% | $2,381-84.9% |
| Participant deferral / active EE | $2,385 | $2,993-20.3% | $4,082-41.6% | $3,470-31.3% |
| Admin fee / account holder | $136 | $4,046-96.6% | $5,478-97.5% | $4,888-97.2% |