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 | $6,489 | $54,705-88.1% | $71,209-90.9% | $84,808-92.3% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.8%+5.7pp | 68.3%+11.1pp |
| Annual return | 21.91% | 35.90%-14.0pp | 282.51%-260.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $231 | $2,158-89.3% | $2,721-91.5% | $2,631-91.2% |
| Participant deferral / active EE | $1,781 | $3,030-41.2% | $4,175-57.3% | $4,212-57.7% |
| Admin fee / account holder | $238 | $4,863-95.1% | $5,349-95.5% | $7,344-96.8% |