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 4-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 | $12,048 | $81,248-85.2% | $155,509-92.3% | $80,856-85.1% |
| Participation rate | 72.2% | 66.2%+5.9pp | 78.2%-6.0pp | 67.6%+4.5pp |
| Annual return | 16.05% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $149 | $3,100-95.2% | $4,672-96.8% | $2,755-94.6% |
| Participant deferral / active EE | $1,350 | $3,452-60.9% | $5,626-76.0% | $4,296-68.6% |
| Admin fee / account holder | $167 | $7,997-97.9% | $15,912-99.0% | $6,918-97.6% |