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 9-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 | $27,137 | $110,261-75.4% | $95,745-71.7% | $139,434-80.5% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 18.70% | 27.11%-8.4pp | 28.35%-9.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,302 | $4,676-8.0% | $4,245+1.3% | $6,710-35.9% |
| Admin fee / account holder | $232 | $6,613-96.5% | $5,678-95.9% | $11,403-98.0% |