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 8-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 | $37,352 | $168,632-77.8% | $147,614-74.7% | $125,391-70.2% |
| Participation rate | 81.3% | 88.8%-7.5pp | 84.6%-3.4pp | 83.2%-1.9pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,136 | $6,252-81.8% | $5,564-79.6% | $4,866-76.7% |
| Participant deferral / active EE | $2,484 | $5,507-54.9% | $4,895-49.3% | $5,352-53.6% |
| Admin fee / account holder | $115 | $13,580-99.2% | $11,611-99.0% | $9,540-98.8% |