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 | $22,304 | $110,261-79.8% | $95,745-76.7% | $139,434-84.0% |
| Participation rate | 84.6% | 75.8%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 16.54% | 27.11%-10.6pp | 28.35%-11.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,843 | $4,676-39.2% | $4,245-33.0% | $6,710-57.6% |
| Admin fee / account holder | $198 | $6,613-97.0% | $5,678-96.5% | $11,403-98.3% |