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 | $3,362 | $72,071-95.3% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 34.42% | 353.14%-318.7pp | 292.57%-258.2pp | 220.34%-185.9pp |
| Employer contribution / active EE | $89 | $2,788-96.8% | $2,649-96.6% | $4,156-97.9% |
| Participant deferral / active EE | $1,535 | $4,410-65.2% | $4,123-62.8% | $6,407-76.0% |
| Admin fee / account holder | $210 | $5,336-96.1% | $5,150-95.9% | $12,270-98.3% |