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 | $4,943 | $74,888-93.4% | $71,209-93.1% | $142,382-96.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 24.48% | 345.14%-320.7pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $243 | $2,854-91.5% | $2,721-91.1% | $4,299-94.3% |
| Participant deferral / active EE | $1,403 | $4,454-68.5% | $4,175-66.4% | $6,507-78.4% |
| Admin fee / account holder | $36 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |