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 | $26,973 | $117,859-77.1% | $102,438-73.7% | $145,959-81.5% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 12.41% | 31.72%-19.3pp | 29.37%-17.0pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,190 | $5,732-44.4% | $5,054-36.9% | $6,689-52.3% |
| Admin fee / account holder | $188 | $13,318-98.6% | $9,448-98.0% | $13,398-98.6% |