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 | $4,092 | $54,705-92.5% | $71,209-94.3% | $84,808-95.2% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 19.65% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $241 | $2,158-88.8% | $2,721-91.1% | $2,631-90.8% |
| Participant deferral / active EE | $604 | $3,030-80.1% | $4,175-85.5% | $4,212-85.7% |
| Admin fee / account holder | $83 | $4,863-98.3% | $5,349-98.5% | $7,344-98.9% |