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 6-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 | $25,275 | $69,010-63.4% | $159,960-84.2% | $68,494-63.1% |
| Participation rate | 70.8% | 65.4%+5.4pp | 78.0%-7.1pp | 67.9%+2.9pp |
| Annual return | -16.43% | -9.65%-6.8pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,251 | $4,212+48.4% | $6,182+1.1% | $4,027+55.2% |
| Admin fee / account holder | $104 | $4,798-97.8% | $8,698-98.8% | $5,403-98.1% |