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 7-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 | $23,530 | $78,694-70.1% | $67,652-65.2% | $125,391-81.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -0.90% | 9.46%-10.4pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $267 | $3,044-91.2% | $2,266-88.2% | $4,866-94.5% |
| Participant deferral / active EE | $1,294 | $4,292-69.9% | $3,560-63.7% | $5,352-75.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |