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 | $25,839 | $108,919-76.3% | $100,391-74.3% | $145,922-82.3% |
| Participation rate | 73.3% | 82.9%-9.6pp | 81.5%-8.1pp | 80.3%-6.9pp |
| Annual return | 15.85% | 57.88%-42.0pp | 49.20%-33.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,534 | $8,445-34.5% | $8,082-31.5% | $6,688-17.2% |
| Admin fee / account holder | $183 | $9,689-98.1% | $7,899-97.7% | $13,397-98.6% |