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 | $21,357 | $106,515-79.9% | $96,683-77.9% | $139,434-84.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 40.57% | 38.43%+2.1pp | 35.69%+4.9pp | 372.94%-332.4pp |
| Employer contribution / active EE | $437 | $4,103-89.3% | $3,737-88.3% | $4,751-90.8% |
| Participant deferral / active EE | $9,039 | $5,454+65.7% | $4,878+85.3% | $6,710+34.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |