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 3-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 | $31,904 | $167,484-81.0% | $151,611-79.0% | $134,475-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.34% | 7.80%-15.1pp | 3.33%-10.7pp | 417.96%-425.3pp |
| Employer contribution / active EE | $862 | $6,829-87.4% | $6,166-86.0% | $4,740-81.8% |
| Participant deferral / active EE | $29,313 | $8,986+226.2% | $8,363+250.5% | $6,400+358.0% |
| Admin fee / account holder | $127 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |