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 | $25,823 | $64,707-60.1% | $112,228-77.0% | $68,494-62.3% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -16.34% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,514 | $3,565+26.6% | $4,728-4.5% | $4,027+12.1% |
| Admin fee / account holder | $241 | $5,232-95.4% | $6,410-96.2% | $5,403-95.5% |