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 4-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 | $19,719 | $159,901-87.7% | $146,958-86.6% | $145,922-86.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 11.87% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $977 | $5,286-81.5% | $4,933-80.2% | $4,660-79.0% |
| Participant deferral / active EE | $5,120 | $8,428-39.3% | $8,070-36.6% | $6,688-23.4% |
| Admin fee / account holder | $182 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |