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 | $100,770 | $93,024+8.3% | $77,024+30.8% | $134,475-25.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -12.76% | 62.60%-75.4pp | 42.32%-55.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $266 | $3,418-92.2% | $2,812-90.6% | $4,740-94.4% |
| Participant deferral / active EE | $2,657 | $5,238-49.3% | $4,426-40.0% | $6,400-58.5% |
| Admin fee / account holder | $65 | $6,944-99.1% | $5,425-98.8% | $11,426-99.4% |