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 | $21,115 | $183,592-88.5% | $155,567-86.4% | $145,959-85.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 89.40% | 61.24%+28.2pp | 64.74%+24.7pp | 561.95%-472.5pp |
| Employer contribution / active EE | $704 | $5,315-86.7% | $4,674-84.9% | $4,661-84.9% |
| Participant deferral / active EE | $2,203 | $6,464-65.9% | $5,628-60.9% | $6,689-67.1% |
| Admin fee / account holder | $77 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |