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 | $29,128 | $84,233-65.4% | $170,442-82.9% | $70,131-58.5% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 14.88% | 23.06%-8.2pp | 205.93%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $222 | $3,387-93.5% | $5,433-95.9% | $2,342-90.5% |
| Participant deferral / active EE | $992 | $3,086-67.9% | $4,939-79.9% | $3,332-70.2% |
| Admin fee / account holder | $108 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |