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 | $90,656 | $167,307-45.8% | $143,757-36.9% | $134,475-32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.52% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,068 | $5,619-81.0% | $4,951-78.4% | $4,740-77.5% |
| Participant deferral / active EE | $4,941 | $6,446-23.4% | $5,637-12.4% | $6,400-22.8% |
| Admin fee / account holder | $67 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |