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 | $63,130 | $57,354+10.1% | $83,848-24.7% | $64,186-1.6% |
| Participation rate | 91.9% | 68.6%+23.3pp | 76.1%+15.7pp | 69.6%+22.3pp |
| Annual return | -7.15% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $459 | $2,545-81.9% | $3,631-87.3% | $2,381-80.7% |
| Participant deferral / active EE | $2,747 | $2,993-8.2% | $4,082-32.7% | $3,470-20.8% |
| Admin fee / account holder | $295 | $4,046-92.7% | $5,478-94.6% | $4,888-94.0% |