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 10-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 | $19,931 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 12.19% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $364 | $3,256-88.8% | $5,011-92.7% | $2,471-85.3% |
| Participant deferral / active EE | $2,665 | $3,236-17.6% | $5,202-48.8% | $3,740-28.7% |
| Admin fee / account holder | $279 | $6,751-95.9% | $13,984-98.0% | $5,306-94.7% |