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 | $8,313 | $69,207-88.0% | $64,056-87.0% | $139,434-94.0% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 24.22% | 45.88%-21.7pp | 33.69%-9.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $372 | $3,182-88.3% | $2,747-86.5% | $4,751-92.2% |
| Participant deferral / active EE | $1,866 | $4,682-60.1% | $3,880-51.9% | $6,710-72.2% |
| Admin fee / account holder | $208 | $4,244-95.1% | $3,068-93.2% | $11,403-98.2% |