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 | $20,179 | $92,222-78.1% | $76,768-73.7% | $135,375-85.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 12.14% | 5.46%+6.7pp | 2.43%+9.7pp | 519.73%-507.6pp |
| Employer contribution / active EE | $344 | $3,216-89.3% | $2,485-86.1% | $4,779-92.8% |
| Participant deferral / active EE | $1,758 | $4,509-61.0% | $3,852-54.4% | $5,609-68.7% |
| Admin fee / account holder | $220 | $10,748-98.0% | $6,675-96.7% | $10,827-98.0% |