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 7-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 | $19,221 | $177,572-89.2% | $154,803-87.6% | $142,382-86.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.39% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $367 | $4,810-92.4% | $4,305-91.5% | $4,299-91.5% |
| Participant deferral / active EE | $3,008 | $6,272-52.0% | $5,540-45.7% | $6,507-53.8% |
| Admin fee / account holder | $89 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |