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 | $15,835 | $105,126-84.9% | $94,646-83.3% | $139,434-88.6% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 21.17% | 38.03%-16.9pp | 156.71%-135.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,908 | $7,599-22.3% | $7,418-20.4% | $6,710-12.0% |
| Admin fee / account holder | $86 | $8,984-99.0% | $7,231-98.8% | $11,403-99.2% |