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 | $58,763 | $111,754-47.4% | $103,333-43.1% | $145,922-59.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 16.09% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $812 | $4,212-80.7% | $3,868-79.0% | $4,660-82.6% |
| Participant deferral / active EE | $6,746 | $5,619+20.1% | $5,057+33.4% | $6,688+0.9% |
| Admin fee / account holder | $295 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |