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 10-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 | $97,237 | $142,344-31.7% | $119,609-18.7% | $134,475-27.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | 1.13% | -12.44%+13.6pp | -14.97%+16.1pp | 417.96%-416.8pp |
| Employer contribution / active EE | $583 | $5,222-88.8% | $4,232-86.2% | $4,740-87.7% |
| Participant deferral / active EE | $2,333 | $6,469-63.9% | $5,602-58.4% | $6,400-63.5% |
| Admin fee / account holder | $27 | $13,584-99.8% | $10,323-99.7% | $11,426-99.8% |