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 | $20,931 | $154,117-86.4% | $129,995-83.9% | $139,434-85.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 29.69% | 32.48%-2.8pp | -137.18%+166.9pp | 372.94%-343.3pp |
| Employer contribution / active EE | $207 | $5,289-96.1% | $4,320-95.2% | $4,751-95.6% |
| Participant deferral / active EE | $3,493 | $6,710-47.9% | $5,820-40.0% | $6,710-47.9% |
| Admin fee / account holder | $266 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |