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 3-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 | $31,157 | $209,336-85.1% | $197,124-84.2% | $137,256-77.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.88% | 48.09%-27.2pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,078 | $6,591-83.6% | $6,227-82.7% | $4,156-74.1% |
| Participant deferral / active EE | $5,210 | $9,614-45.8% | $9,135-43.0% | $6,407-18.7% |
| Admin fee / account holder | $101 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |