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 5-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 | $22,049 | $111,814-80.3% | $103,374-78.7% | $145,959-84.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 16.94% | 24.77%-7.8pp | 24.89%-8.0pp | 561.95%-545.0pp |
| Employer contribution / active EE | $467 | $4,214-88.9% | $3,869-87.9% | $4,661-90.0% |
| Participant deferral / active EE | $4,201 | $5,618-25.2% | $5,058-16.9% | $6,689-37.2% |
| Admin fee / account holder | $95 | $9,754-99.0% | $8,394-98.9% | $13,398-99.3% |