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 5-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 | $7,995 | $56,053-85.7% | $75,972-89.5% | $80,856-90.1% |
| Participation rate | 81.5% | 62.0%+19.4pp | 69.1%+12.4pp | 67.6%+13.8pp |
| Annual return | 14.76% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,588 | $3,052-15.2% | $4,255-39.2% | $4,296-39.8% |
| Admin fee / account holder | $183 | $5,234-96.5% | $6,467-97.2% | $6,918-97.3% |