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 6-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 | $14,812 | $49,922-70.3% | $80,569-81.6% | $75,163-80.3% |
| Participation rate | 88.0% | 55.3%+32.7pp | 67.0%+21.0pp | 67.2%+20.8pp |
| Annual return | 16.74% | 34.69%-17.9pp | 935.43%-918.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,156 | $2,990+5.6% | $4,447-29.0% | $4,125-23.5% |
| Admin fee / account holder | $186 | $3,577-94.8% | $5,377-96.5% | $5,651-96.7% |