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 | $8,372 | $45,863-81.7% | $77,024-89.1% | $68,494-87.8% |
| Participation rate | 78.4% | 55.9%+22.5pp | 67.9%+10.5pp | 67.9%+10.5pp |
| Annual return | 8.44% | 1.72%+6.7pp | 42.32%-33.9pp | -7.84%+16.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,440 | $2,962+16.1% | $4,426-22.3% | $4,027-14.6% |
| Admin fee / account holder | $182 | $3,041-94.0% | $5,425-96.6% | $5,403-96.6% |