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 | $100,422 | $85,790+17.1% | $67,313+49.2% | $135,375-25.8% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -6.47% | -0.54%-5.9pp | -4.08%-2.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,469 | $4,651-25.4% | $3,568-2.8% | $5,609-38.1% |
| Admin fee / account holder | $191 | $6,392-97.0% | $4,507-95.8% | $10,827-98.2% |