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 | $77,904 | $90,590-14.0% | $90,782-14.2% | $135,375-42.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.39% | -3.40%-3.0pp | -3.42%-3.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $668 | $4,352-84.7% | $4,105-83.7% | $4,779-86.0% |
| Participant deferral / active EE | $4,835 | $5,407-10.6% | $5,366-9.9% | $5,609-13.8% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |