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 | $50,638 | $90,519-44.1% | $93,789-46.0% | $134,475-62.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 81.0%+10.7pp | 81.2%+10.4pp |
| Annual return | 4.17% | -15.72%+19.9pp | -11.33%+15.5pp | 417.96%-413.8pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,599 | $5,978-39.8% | $6,094-40.9% | $6,400-43.8% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |