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 | $33,025 | $94,752-65.1% | $112,887-70.7% | $139,434-76.3% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 58.76% | 40.88%+17.9pp | 34.10%+24.7pp | 372.94%-314.2pp |
| Employer contribution / active EE | $1,030 | $4,625-77.7% | $4,563-77.4% | $4,751-78.3% |
| Participant deferral / active EE | $3,312 | $6,512-49.1% | $6,513-49.2% | $6,710-50.6% |
| Admin fee / account holder | $218 | $8,527-97.4% | $7,047-96.9% | $11,403-98.1% |